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 6-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.
Participant 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 | $4,527 | $73,397-93.8% | $178,014-97.5% | $74,546-93.9% |
| Participation rate | 85.8% | 66.6%+19.2pp | 77.1%+8.7pp | 67.2%+18.6pp |
| Annual return | 12.62% | 17.49%-4.9pp | 294.80%-282.2pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $793 | $2,217-64.3% | $3,950-79.9% | $2,624-69.8% |
| Participant deferral / active EE | $961 | $4,512-78.7% | $6,276-84.7% | $4,347-77.9% |
| Admin fee / account holder | $6 | $1,809-99.7% | $10,362-99.9% | $1,944-99.7% |