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 | $53,095 | $26,549+100.0% | $61,373-13.5% | $66,914-20.7% |
| Participation rate | 82.1% | 38.1%+44.0pp | 52.6%+29.5pp | 69.8%+12.2pp |
| Annual return | -16.27% | -16.21%-0.1pp | 338.61%-354.9pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,336 | $651+258.6% | $1,159+101.5% | $2,544-8.2% |
| Participant deferral / active EE | $4,067 | $1,338+203.9% | $2,125+91.4% | $4,237-4.0% |
| Admin fee / account holder | $13 | $409-96.7% | $2,130-99.4% | $593-97.7% |