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.
Annual investment return 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 | $29,806 | $70,667-57.8% | $123,104-75.8% | $52,331-43.0% |
| Participation rate | 84.9% | 83.7%+1.2pp | 86.8%-1.9pp | 68.1%+16.8pp |
| Annual return | -1.44% | 6.23%-7.7pp | 13.22%-14.7pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,148 | $2,946-61.0% | $5,151-77.7% | $1,882-39.0% |
| Participant deferral / active EE | $2,464 | $4,493-45.1% | $6,230-60.4% | $3,022-18.5% |
| Admin fee / account holder | $152 | $506-70.1% | $9,015-98.3% | $592-74.4% |