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 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 | $9,028 | $44,473-79.7% | $76,523-88.2% | $55,725-83.8% |
| Participation rate | 70.2% | 51.0%+19.2pp | 68.0%+2.2pp | 70.9%-0.6pp |
| Annual return | 8.70% | -2.01%+10.7pp | -0.27%+9.0pp | 244.93%-236.2pp |
| Employer contribution / active EE | $1,281 | $1,101+16.3% | $2,647-51.6% | $2,078-38.4% |
| Participant deferral / active EE | $380 | $1,988-80.9% | $3,835-90.1% | $3,356-88.7% |
| Admin fee / account holder | $33 | $134-75.6% | $4,848-99.3% | $115-71.6% |