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 | $11,905 | $71,480-83.3% | $90,782-86.9% | $64,186-81.5% |
| Participation rate | 92.2% | 77.6%+14.6pp | 82.7%+9.5pp | 69.6%+22.6pp |
| Annual return | 3.96% | -4.25%+8.2pp | -3.42%+7.4pp | 7.63%-3.7pp |
| Employer contribution / active EE | $175 | $3,415-94.9% | $4,105-95.7% | $2,381-92.6% |
| Participant deferral / active EE | $1,227 | $4,302-71.5% | $5,366-77.1% | $3,470-64.6% |
| Admin fee / account holder | $0 | $6,309-100.0% | $5,908-100.0% | $4,888-100.0% |