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 | $4,088 | $63,114-93.5% | $92,893-95.6% | $65,185-93.7% |
| Participation rate | 83.0% | 68.8%+14.2pp | 76.0%+7.0pp | 70.2%+12.8pp |
| Annual return | 25.33% | 28.75%-3.4pp | 109.41%-84.1pp | 29.38%-4.1pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,639 | $3,108-15.1% | $4,236-37.7% | $3,514-24.9% |
| Admin fee / account holder | $17 | $624-97.3% | $5,794-99.7% | $847-98.0% |