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.
Employer 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 | $11,213 | $101,317-88.9% | $146,958-92.4% | $74,495-84.9% |
| Participation rate | 87.7% | 75.5%+12.2pp | 82.2%+5.6pp | 67.2%+20.5pp |
| Annual return | 23.81% | 8730.91%-8707.1pp | 418.34%-394.5pp | 1364.94%-1341.1pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,851 | $7,303-47.3% | $8,070-52.3% | $4,346-11.4% |
| Admin fee / account holder | $15 | $1,739-99.1% | $12,998-99.9% | $1,942-99.2% |