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 7-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 | $47,938 | $71,883-33.3% | $86,677-44.7% | $68,494-30.0% |
| Participation rate | 96.5% | 72.2%+24.3pp | 76.6%+19.9pp | 67.9%+28.6pp |
| Annual return | -16.83% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,751 | $2,173+26.6% | $2,836-3.0% | $2,596+6.0% |
| Participant deferral / active EE | $5,291 | $3,779+40.0% | $4,656+13.6% | $4,027+31.4% |
| Admin fee / account holder | $43 | $6,112-99.3% | $7,493-99.4% | $5,403-99.2% |