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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $599 | $57,541-99.0% | $95,745-99.4% | $75,163-99.2% |
| Participation rate | 96.9% | 62.5%+34.4pp | 72.3%+24.6pp | 67.2%+29.7pp |
| Annual return | -199.19% | 34.93%-234.1pp | 28.35%-227.5pp | 160.62%-359.8pp |
| Employer contribution / active EE | $4,024 | $1,808+122.6% | $2,835+42.0% | $2,670+50.7% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,245-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |