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.
Annual investment return 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.
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 | $19,737 | $54,590-63.8% | $81,930-75.9% | $73,488-73.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 72.0%+28.0pp | 70.7%+29.3pp |
| Annual return | 0.25% | 17.74%-17.5pp | 29.49%-29.2pp | 28.51%-28.3pp |
| Employer contribution / active EE | $849 | $1,636-48.1% | $4,310-80.3% | $2,270-62.6% |
| Participant deferral / active EE | $326 | $2,759-88.2% | $7,107-95.4% | $3,740-91.3% |
| Admin fee / account holder | $112 | $592-81.1% | $5,158-97.8% | $513-78.2% |