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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $5,863 | $47,977-87.8% | $154,107-96.2% | $56,287-89.6% |
| Participation rate | 71.8% | 66.2%+5.6pp | 83.0%-11.2pp | 69.9%+1.9pp |
| Annual return | -3.76% | 3.54%-7.3pp | 735.12%-738.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $187 | $2,169-91.4% | $5,298-96.5% | $2,111-91.2% |
| Participant deferral / active EE | $337 | $2,392-85.9% | $5,081-93.4% | $3,350-89.9% |
| Admin fee / account holder | $26 | $438-94.0% | $13,411-99.8% | $521-94.9% |