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 6-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,178 | $84,487-88.0% | $125,339-91.9% | $66,914-84.8% |
| Participation rate | 98.5% | 76.4%+22.1pp | 82.4%+16.2pp | 69.8%+28.7pp |
| Annual return | -15.85% | -8.39%-7.5pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,222 | $3,553-9.3% | $4,814-33.1% | $2,544+26.6% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $27 | $685-96.0% | $10,010-99.7% | $593-95.4% |