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.
Employer 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 | $14,518 | $75,963-80.9% | $97,995-85.2% | $70,131-79.3% |
| Participation rate | 96.2% | 77.0%+19.3pp | 82.4%+13.8pp | 69.5%+26.7pp |
| Annual return | 15.54% | 19.26%-3.7pp | 23.94%-8.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $186 | $3,278-94.3% | $4,158-95.5% | $2,342-92.1% |
| Participant deferral / active EE | $1,277 | $4,053-68.5% | $5,097-75.0% | $3,332-61.7% |
| Admin fee / account holder | $0 | $5,407-100.0% | $5,943-100.0% | $4,645-100.0% |