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 9-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.
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 | $8,545 | $79,124-89.2% | $60,874-86.0% | $64,808-86.8% |
| Participation rate | 97.8% | 77.7%+20.1pp | 73.1%+24.7pp | 71.5%+26.4pp |
| Annual return | -0.06% | -7.13%+7.1pp | 16.90%-17.0pp | 32.82%-32.9pp |
| Employer contribution / active EE | $265 | $3,050-91.3% | $2,701-90.2% | $2,506-89.4% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $5 | $106-95.2% | $3,224-99.8% | $188-97.3% |