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 4-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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,851 | $89,753-82.3% | $107,525-85.3% | $84,808-81.3% |
| Participation rate | 98.6% | 68.1%+30.5pp | 75.1%+23.5pp | 68.3%+30.3pp |
| Annual return | -70.83% | 29.48%-100.3pp | 181.32%-252.1pp | 40.90%-111.7pp |
| Employer contribution / active EE | $11,676 | $3,113+275.0% | $3,754+211.1% | $2,631+343.8% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |