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 | $6,078 | $26,805-77.3% | $59,496-89.8% | $52,331-88.4% |
| Participation rate | 72.9% | 39.3%+33.6pp | 54.6%+18.4pp | 68.1%+4.8pp |
| Annual return | 1.10% | 2.61%-1.5pp | 182.05%-180.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $78 | $450-82.7% | $1,153-93.3% | $1,882-95.9% |
| Participant deferral / active EE | $793 | $916-13.5% | $1,829-56.7% | $3,022-73.8% |
| Admin fee / account holder | $43 | $305-85.8% | $2,232-98.1% | $592-92.7% |