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 7-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.
Employer contribution per participant 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 | $670 | $51,620-98.7% | $90,281-99.3% | $65,185-99.0% |
| Participation rate | 88.6% | 68.6%+20.0pp | 73.3%+15.3pp | 70.2%+18.4pp |
| Annual return | 0.00% | 24.94%-24.9pp | 78.10%-78.1pp | 29.38%-29.4pp |
| Employer contribution / active EE | $140 | $2,235-93.7% | $2,854-95.1% | $2,177-93.6% |
| Participant deferral / active EE | $619 | $2,871-78.4% | $3,885-84.1% | $3,514-82.4% |
| Admin fee / account holder | $3 | $384-99.1% | $5,351-99.9% | $847-99.6% |