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 | $16,040 | $70,083-77.1% | $59,878-73.2% | $55,725-71.2% |
| Participation rate | 93.4% | 78.4%+15.0pp | 74.7%+18.7pp | 70.9%+22.5pp |
| Annual return | 11.10% | 3.13%+8.0pp | 3.46%+7.6pp | 244.93%-233.8pp |
| Employer contribution / active EE | $129 | $2,878-95.5% | $2,722-95.3% | $2,078-93.8% |
| Participant deferral / active EE | $0 | $3,079-100.0% | $3,402-100.0% | $3,356-100.0% |
| Admin fee / account holder | $4 | $70-94.8% | $3,590-99.9% | $115-96.8% |