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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,882 | $66,302-91.1% | $110,238-94.7% | $56,287-89.6% |
| Participation rate | 78.6% | 74.9%+3.7pp | 79.8%-1.2pp | 69.9%+8.8pp |
| Annual return | -2.31% | -1.18%-1.1pp | 314.74%-317.1pp | -9.96%+7.6pp |
| Employer contribution / active EE | $237 | $2,047-88.4% | $3,826-93.8% | $2,111-88.8% |
| Participant deferral / active EE | $1,785 | $3,381-47.2% | $4,672-61.8% | $3,350-46.7% |
| Admin fee / account holder | $47 | $698-93.3% | $8,547-99.5% | $521-91.0% |