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.
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 | $877 | $47,898-98.2% | $117,472-99.3% | $64,808-98.6% |
| Participation rate | 74.1% | 61.9%+12.2pp | 70.6%+3.5pp | 71.5%+2.6pp |
| Annual return | 0.00% | -15.54%+15.5pp | 29.74%-29.7pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $1,774-100.0% | $4,176-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $870 | $3,151-72.4% | $4,070-78.6% | $4,310-79.8% |
| Admin fee / account holder | $0 | $132-99.6% | $5,645-100.0% | $188-99.7% |