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 | $7,094 | $51,769-86.3% | $57,343-87.6% | $52,331-86.4% |
| Participation rate | 97.7% | 75.2%+22.5pp | 75.1%+22.7pp | 68.1%+29.6pp |
| Annual return | 2.48% | 2.43%+0.1pp | 24.39%-21.9pp | 4.54%-2.1pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $744 | $2,794-73.4% | $3,162-76.5% | $3,022-75.4% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |