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 3-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.
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 | $8,721 | $34,677-74.9% | $77,024-88.7% | $64,808-86.5% |
| Participation rate | 98.3% | 49.8%+48.4pp | 67.9%+30.4pp | 71.5%+26.8pp |
| Annual return | 0.00% | -5.33%+5.3pp | 42.32%-42.3pp | 32.82%-32.8pp |
| Employer contribution / active EE | $8,571 | $1,370+525.7% | $2,812+204.8% | $2,506+242.1% |
| Participant deferral / active EE | $0 | $2,556-100.0% | $4,426-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $179-100.0% | $5,425-100.0% | $188-100.0% |