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 3-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,412 | $63,442+26.7% | $68,791+16.9% | $66,914+20.2% |
| Participation rate | 99.5% | 60.0%+39.5pp | 69.0%+30.4pp | 69.8%+29.7pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.38%+6.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $208 | $1,775-88.3% | $2,655-92.2% | $2,544-91.8% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $577-100.0% | $4,932-100.0% | $593-100.0% |