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 | $7,876 | $46,732-83.1% | $156,549-95.0% | $55,167-85.7% |
| Participation rate | 83.6% | 65.8%+17.8pp | 84.0%-0.4pp | 69.0%+14.7pp |
| Annual return | 7.28% | 17.72%-10.4pp | 32.23%-25.0pp | 169.23%-161.9pp |
| Employer contribution / active EE | $235 | $2,105-88.8% | $5,501-95.7% | $1,963-88.0% |
| Participant deferral / active EE | $1,416 | $2,204-35.7% | $4,871-70.9% | $3,054-53.6% |
| Admin fee / account holder | $39 | $418-90.7% | $13,027-99.7% | $504-92.3% |