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 | $66,480 | $27,839+138.8% | $58,482+13.7% | $71,457-7.0% |
| Participation rate | 87.3% | 34.5%+52.7pp | 50.9%+36.4pp | 67.9%+19.4pp |
| Annual return | 17.47% | 26.81%-9.3pp | 4239.32%-4221.8pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,634 | $631+317.7% | $1,053+150.1% | $2,588+1.8% |
| Participant deferral / active EE | $4,731 | $1,206+292.2% | $1,924+145.9% | $4,289+10.3% |
| Admin fee / account holder | $15 | $1,641-99.1% | $2,516-99.4% | $1,587-99.0% |