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 3-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 | $17,449 | $51,769-66.3% | $57,343-69.6% | $52,331-66.7% |
| Participation rate | 83.0% | 75.2%+7.8pp | 75.1%+7.9pp | 68.1%+14.9pp |
| Annual return | 3.10% | 2.43%+0.7pp | 24.39%-21.3pp | 4.54%-1.4pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $942 | $2,794-66.3% | $3,162-70.2% | $3,022-68.8% |
| Admin fee / account holder | $0 | $295-100.0% | $3,356-100.0% | $592-100.0% |