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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,111 | $105,181-87.5% | $159,436-91.8% | $85,850-84.7% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.4pp |
| Annual return | 20.31% | 45.07%-24.8pp | 263.57%-243.3pp | 318.53%-298.2pp |
| Employer contribution / active EE | $3,866 | $3,318+16.5% | $4,829-20.0% | $2,565+50.7% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,933-100.0% | $10,799-100.0% | $6,260-100.0% |