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 8-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 | $24,362 | $71,192-65.8% | $117,854-79.3% | $62,292-60.9% |
| Participation rate | 90.4% | 74.2%+16.1pp | 79.7%+10.7pp | 69.5%+20.8pp |
| Annual return | 15.41% | 18.66%-3.2pp | 335.08%-319.7pp | 28.90%-13.5pp |
| Employer contribution / active EE | $470 | $1,934-75.7% | $3,786-87.6% | $2,042-77.0% |
| Participant deferral / active EE | $2,747 | $3,189-13.8% | $4,482-38.7% | $3,169-13.3% |
| Admin fee / account holder | $62 | $587-89.5% | $8,020-99.2% | $479-87.1% |