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.
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.
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 | $15,350 | $71,192-78.4% | $117,854-87.0% | $62,292-75.4% |
| Participation rate | 87.9% | 74.2%+13.7pp | 79.7%+8.3pp | 69.5%+18.4pp |
| Annual return | 16.36% | 18.66%-2.3pp | 335.08%-318.7pp | 28.90%-12.5pp |
| Employer contribution / active EE | $23 | $1,934-98.8% | $3,786-99.4% | $2,042-98.9% |
| Participant deferral / active EE | $1,697 | $3,189-46.8% | $4,482-62.1% | $3,169-46.5% |
| Admin fee / account holder | $31 | $587-94.7% | $8,020-99.6% | $479-93.4% |