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.
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 | $46,867 | $106,028-55.8% | $146,958-68.1% | $77,643-39.6% |
| Participation rate | 75.0% | 78.4%-3.4pp | 82.2%-7.2pp | 70.6%+4.4pp |
| Annual return | 17.51% | 56.73%-39.2pp | 418.34%-400.8pp | 31.24%-13.7pp |
| Employer contribution / active EE | $3,485 | $4,063-14.2% | $4,933-29.4% | $2,726+27.8% |
| Participant deferral / active EE | $8,155 | $7,990+2.1% | $8,070+1.1% | $4,647+75.5% |
| Admin fee / account holder | $215 | $337-36.4% | $12,998-98.3% | $430-50.1% |