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.
Annual investment return 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.
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 | $36,889 | $107,045-65.5% | $108,745-66.1% | $63,975-42.3% |
| Participation rate | 74.6% | 81.9%-7.3pp | 77.7%-3.0pp | 71.1%+3.5pp |
| Annual return | 6.39% | 18.14%-11.7pp | 46.22%-39.8pp | 48.65%-42.3pp |
| Employer contribution / active EE | $1,768 | $2,651-33.3% | $3,323-46.8% | $2,182-19.0% |
| Participant deferral / active EE | $949 | $4,292-77.9% | $5,121-81.5% | $3,356-71.7% |
| Admin fee / account holder | $37 | $67-44.6% | $6,144-99.4% | $70-47.1% |