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 3-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $674 | $180,101-99.6% | $65,255-99.0% | - |
| Participation rate | 76.8% | 65.2%+11.5pp | 65.0%+11.8pp | - |
| Annual return | 0.00% | 26.55%-26.5pp | 47.35%-47.4pp | - |
| Employer contribution / active EE | $283 | $2,353-88.0% | $1,691-83.3% | - |
| Participant deferral / active EE | $442 | $4,104-89.2% | $2,831-84.4% | - |
| Admin fee / account holder | $0 | $23,406-100.0% | $4,112-100.0% | - |