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.
Employer 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 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 | $24,015 | $60,165-60.1% | $74,183-67.6% | $55,167-56.5% |
| Participation rate | 78.4% | 74.2%+4.3pp | 76.6%+1.8pp | 69.0%+9.4pp |
| Annual return | 12.18% | 10.00%+2.2pp | 17.74%-5.6pp | 169.23%-157.0pp |
| Employer contribution / active EE | $396 | $1,600-75.3% | $2,370-83.3% | $1,963-79.8% |
| Participant deferral / active EE | $1,991 | $2,973-33.0% | $3,550-43.9% | $3,054-34.8% |
| Admin fee / account holder | $111 | $419-73.5% | $5,586-98.0% | $504-78.0% |