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.
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.
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 | $75,267 | $62,561+20.3% | $105,218-28.5% | $52,331+43.8% |
| Participation rate | 74.1% | 70.4%+3.7pp | 77.2%-3.2pp | 68.1%+6.0pp |
| Annual return | -1.79% | 8.71%-10.5pp | 5.33%-7.1pp | 4.54%-6.3pp |
| Employer contribution / active EE | $177 | $2,137-91.7% | $3,255-94.6% | $1,882-90.6% |
| Participant deferral / active EE | $4,010 | $3,355+19.5% | $4,867-17.6% | $3,022+32.7% |
| Admin fee / account holder | $24 | $198-88.0% | $6,992-99.7% | $592-96.0% |