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 7-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 that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,385 | $101,523-83.9% | $141,162-88.4% | $77,787-78.9% |
| Participation rate | 99.6% | 77.4%+22.2pp | 82.5%+17.1pp | 73.2%+26.4pp |
| Annual return | 26.68% | 56.22%-29.5pp | 71.39%-44.7pp | 32.57%-5.9pp |
| Employer contribution / active EE | $2,534 | $3,341-24.2% | $4,735-46.5% | $2,504+1.2% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $92-99.5% | $10,261-100.0% | $100-99.6% |