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.
Employer contribution per participant 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 | $73,262 | $86,655-15.5% | $119,609-38.7% | $66,914+9.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -14.78% | -8.00%-6.8pp | -14.97%+0.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $459 | $2,536-81.9% | $4,232-89.2% | $2,544-82.0% |
| Participant deferral / active EE | $2,826 | $4,358-35.2% | $5,602-49.6% | $4,237-33.3% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |