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.
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 | $20,331 | $59,584-65.9% | $86,874-76.6% | $79,386-74.4% |
| Participation rate | 79.0% | 67.7%+11.3pp | 71.6%+7.4pp | 70.7%+8.3pp |
| Annual return | 0.47% | 23.15%-22.7pp | 63.52%-63.0pp | 116.85%-116.4pp |
| Employer contribution / active EE | $833 | $1,768-52.9% | $2,495-66.6% | $2,427-65.7% |
| Participant deferral / active EE | $356 | $3,036-88.3% | $3,699-90.4% | $4,046-91.2% |
| Admin fee / account holder | $101 | $604-83.3% | $5,828-98.3% | $626-83.9% |