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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,963 | $43,327+15.3% | $59,878-16.6% | $64,186-22.2% |
| Participation rate | 79.7% | 69.2%+10.6pp | 74.7%+5.0pp | 69.6%+10.2pp |
| Annual return | 3.86% | -1.55%+5.4pp | 3.46%+0.4pp | 7.63%-3.8pp |
| Employer contribution / active EE | $3,584 | $2,028+76.7% | $2,722+31.7% | $2,381+50.5% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $34 | $3,005-98.9% | $3,590-99.0% | $4,888-99.3% |