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 | $31,495 | $86,655-63.7% | $119,609-73.7% | $66,914-52.9% |
| Participation rate | 93.0% | 75.6%+17.5pp | 79.3%+13.8pp | 69.8%+23.2pp |
| Annual return | -13.68% | -8.00%-5.7pp | -14.97%+1.3pp | 1.58%-15.3pp |
| Employer contribution / active EE | $4,612 | $2,536+81.9% | $4,232+9.0% | $2,544+81.3% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |