See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,253 | $55,415-97.7% | $155,509-99.2% | $74,495-98.3% |
| Participation rate | 86.5% | 61.9%+24.6pp | 78.2%+8.4pp | 67.2%+19.3pp |
| Annual return | 13.29% | 268.50%-255.2pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $857 | $2,836-69.8% | $5,626-84.8% | $4,346-80.3% |
| Admin fee / account holder | $11 | $1,738-99.4% | $15,912-99.9% | $1,942-99.4% |