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 | $12,296 | $81,947-85.0% | $105,387-88.3% | $72,985-83.2% |
| Participation rate | 93.6% | 76.5%+17.1pp | 82.6%+11.0pp | 69.5%+24.1pp |
| Annual return | 21.86% | 42.90%-21.0pp | 26.82%-5.0pp | 81.00%-59.1pp |
| Employer contribution / active EE | $171 | $3,468-95.1% | $4,213-95.9% | $2,440-93.0% |
| Participant deferral / active EE | $1,254 | $4,494-72.1% | $5,502-77.2% | $3,607-65.2% |
| Admin fee / account holder | $0 | $6,258-100.0% | $6,559-100.0% | $5,124-100.0% |