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 | $12,125 | $118,337-89.8% | $189,513-93.6% | $93,030-87.0% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.8%+12.2pp | 73.9%+26.1pp |
| Annual return | 19.23% | 21.77%-2.5pp | 555.15%-535.9pp | 158.70%-139.5pp |
| Employer contribution / active EE | $226 | $4,204-94.6% | $6,162-96.3% | $2,706-91.7% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,221-100.0% | $4,562-100.0% |
| Admin fee / account holder | $136 | $100+36.5% | $12,045-98.9% | $152-10.3% |