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 | $92,405 | $26,114+253.9% | $58,482+58.0% | $74,419+24.2% |
| Participation rate | 100.0% | 32.1%+67.9pp | 50.9%+49.1pp | 70.7%+29.3pp |
| Annual return | 7.00% | 32.51%-25.5pp | 4239.32%-4232.3pp | 34.38%-27.4pp |
| Employer contribution / active EE | $10,634 | $536+1885.8% | $1,053+909.6% | $2,637+303.2% |
| Participant deferral / active EE | $0 | $1,075-100.0% | $1,924-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $649-100.0% | $2,516-100.0% | $348-100.0% |