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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,383 | $65,061-84.0% | $143,757-92.8% | $66,914-84.5% |
| Participation rate | 99.4% | 65.2%+34.2pp | 80.3%+19.1pp | 69.8%+29.6pp |
| Annual return | -11.96% | -11.14%-0.8pp | -0.04%-11.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $1,244 | $2,361-47.3% | $4,951-74.9% | $2,544-51.1% |
| Participant deferral / active EE | $444 | $2,919-84.8% | $5,637-92.1% | $4,237-89.5% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |