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.
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 | $8,356 | $55,453-84.9% | $170,442-95.1% | $62,292-86.6% |
| Participation rate | 78.0% | 66.4%+11.7pp | 83.6%-5.5pp | 69.5%+8.5pp |
| Annual return | 13.04% | 21.38%-8.3pp | 205.93%-192.9pp | 28.90%-15.9pp |
| Employer contribution / active EE | $331 | $2,164-84.7% | $5,433-93.9% | $2,042-83.8% |
| Participant deferral / active EE | $613 | $2,303-73.4% | $4,939-87.6% | $3,169-80.7% |
| Admin fee / account holder | $14 | $455-97.0% | $13,880-99.9% | $479-97.2% |