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.
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 | $16,278 | $241,101-93.2% | $103,333-84.2% | $199,593-91.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 11.08% | 17.80%-6.7pp | 24.88%-13.8pp | 34.25%-23.2pp |
| Employer contribution / active EE | $1,955 | $4,244-53.9% | $3,868-49.5% | $3,034-35.6% |
| Participant deferral / active EE | $1,356 | $3,958-65.7% | $5,057-73.2% | $5,087-73.3% |
| Admin fee / account holder | $0 | $288-100.0% | $8,355-100.0% | $269-100.0% |