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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,398 | $67,984-5.3% | $65,493-1.7% | $74,304-13.3% |
| Participation rate | 92.5% | 66.3%+26.1pp | 73.1%+19.4pp | 60.3%+32.1pp |
| Annual return | 11.19% | 19.87%-8.7pp | 982.45%-971.3pp | 29.43%-18.2pp |
| Employer contribution / active EE | $2,151 | $2,491-13.7% | $2,574-16.5% | $2,241-4.0% |
| Participant deferral / active EE | $2,347 | $3,346-29.9% | $3,961-40.8% | $3,767-37.7% |
| Admin fee / account holder | $21 | $1,373-98.5% | $5,028-99.6% | $2,969-99.3% |