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.
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $5,620 | $59,805-90.6% | $79,550-92.9% | $68,494-91.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -10.37% | -12.30%+1.9pp | 0.16%-10.5pp | -7.84%-2.5pp |
| Employer contribution / active EE | $2,356 | $1,505+56.6% | $2,413-2.4% | $2,596-9.2% |
| Participant deferral / active EE | $96 | $3,024-96.8% | $3,985-97.6% | $4,027-97.6% |
| Admin fee / account holder | $7 | $4,835-99.9% | $6,832-99.9% | $5,403-99.9% |