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 | $40,743 | $79,519-48.8% | $95,952-57.5% | $73,409-44.5% |
| Participation rate | 90.6% | 81.2%+9.4pp | 77.1%+13.5pp | 72.2%+18.4pp |
| Annual return | 18.77% | 19.20%-0.4pp | 91.61%-72.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $2,218 | $2,048+8.3% | $2,541-12.7% | $2,234-0.7% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,805-100.0% |
| Admin fee / account holder | $28 | $184-84.8% | $6,795-99.6% | $158-82.3% |