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.
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 | $8,094 | $44,873-82.0% | $79,464-89.8% | $56,287-85.6% |
| Participation rate | 98.4% | 68.7%+29.6pp | 73.3%+25.0pp | 69.9%+28.5pp |
| Annual return | 5.77% | 0.81%+5.0pp | 718.14%-712.4pp | -9.96%+15.7pp |
| Employer contribution / active EE | $544 | $2,140-74.6% | $2,800-80.6% | $2,111-74.2% |
| Participant deferral / active EE | $582 | $2,746-78.8% | $3,704-84.3% | $3,350-82.6% |
| Admin fee / account holder | $12 | $418-97.1% | $5,113-99.8% | $521-97.7% |