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 | $25,112 | $114,241-78.0% | $159,436-84.2% | $101,517-75.3% |
| Participation rate | 99.8% | 71.7%+28.1pp | 82.8%+17.0pp | 74.6%+25.2pp |
| Annual return | 16.25% | 22.81%-6.6pp | 263.57%-247.3pp | 21.00%-4.8pp |
| Employer contribution / active EE | $2,842 | $3,214-11.6% | $4,829-41.2% | $2,973-4.4% |
| Participant deferral / active EE | $0 | $6,307-100.0% | $7,352-100.0% | $4,873-100.0% |
| Admin fee / account holder | $0 | $81-99.9% | $10,799-100.0% | $139-99.9% |