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 6-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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $957 | $52,293-98.2% | $178,490-99.5% | $73,409-98.7% |
| Participation rate | 90.1% | 65.3%+24.7pp | 81.9%+8.1pp | 72.2%+17.9pp |
| Annual return | 0.00% | 34.75%-34.7pp | 151.07%-151.1pp | 59.29%-59.3pp |
| Employer contribution / active EE | $99 | $1,735-94.3% | $5,011-98.0% | $2,234-95.5% |
| Participant deferral / active EE | $775 | $2,332-66.7% | $5,202-85.1% | $3,805-79.6% |
| Admin fee / account holder | $1 | $127-99.3% | $13,984-100.0% | $158-99.4% |