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.
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 | $14,346 | $88,122-83.7% | $141,162-89.8% | $67,579-78.8% |
| Participation rate | 92.1% | 76.5%+15.7pp | 82.5%+9.7pp | 71.3%+20.8pp |
| Annual return | 15.37% | 75.40%-60.0pp | 71.39%-56.0pp | 378.56%-363.2pp |
| Employer contribution / active EE | $1,489 | $3,224-53.8% | $4,735-68.5% | $2,148-30.7% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $3 | $131-98.0% | $10,261-100.0% | $142-98.2% |