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 10-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.
Annual investment return 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 | $11,149 | $55,516-79.9% | $75,781-85.3% | $59,188-81.2% |
| Participation rate | 70.2% | 73.6%-3.5pp | 75.8%-5.7pp | 69.4%+0.7pp |
| Annual return | -1.35% | -1.89%+0.5pp | 9.68%-11.0pp | 5.51%-6.9pp |
| Employer contribution / active EE | $4,347 | $2,604+67.0% | $3,323+30.8% | $2,098+107.2% |
| Participant deferral / active EE | $1,265 | $2,599-51.3% | $3,651-65.3% | $3,265-61.2% |
| Admin fee / account holder | $0 | $110-100.0% | $5,299-100.0% | $92-100.0% |