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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,289 | $71,883-6.4% | $86,677-22.4% | $68,494-1.8% |
| Participation rate | 98.4% | 72.2%+26.2pp | 76.6%+21.9pp | 67.9%+30.5pp |
| Annual return | -6.69% | 3.52%-10.2pp | 35.91%-42.6pp | -7.84%+1.2pp |
| Employer contribution / active EE | $5,612 | $2,173+158.3% | $2,836+97.8% | $2,596+116.1% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |