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 | $18,210 | $69,477-73.8% | $94,646-80.8% | $71,457-74.5% |
| Participation rate | 86.0% | 78.4%+7.6pp | 80.8%+5.2pp | 67.9%+18.1pp |
| Annual return | 21.52% | 29.66%-8.1pp | 156.71%-135.2pp | 28.85%-7.3pp |
| Employer contribution / active EE | $1,613 | $2,853-43.5% | $3,672-56.1% | $2,588-37.7% |
| Participant deferral / active EE | $2,542 | $7,345-65.4% | $7,418-65.7% | $4,289-40.7% |
| Admin fee / account holder | $3 | $1,210-99.8% | $7,231-100.0% | $1,587-99.8% |