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 5-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.
Participant 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 | $2,646 | $65,322-95.9% | $70,449-96.2% | $73,488-96.4% |
| Participation rate | 95.3% | 77.0%+18.3pp | 75.1%+20.2pp | 70.7%+24.6pp |
| Annual return | 0.00% | 15.71%-15.7pp | 109.03%-109.0pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,400 | $2,460-43.1% | $2,737-48.8% | $2,270-38.3% |
| Participant deferral / active EE | $1,180 | $3,375-65.0% | $3,709-68.2% | $3,740-68.4% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |