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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $951 | $66,124-98.6% | $90,404-98.9% | $73,488-98.7% |
| Participation rate | 83.3% | 69.7%+13.7pp | 72.7%+10.7pp | 70.7%+12.7pp |
| Annual return | 14.31% | 17.65%-3.3pp | 1293.02%-1278.7pp | 28.51%-14.2pp |
| Employer contribution / active EE | $101 | $2,346-95.7% | $3,262-96.9% | $2,270-95.5% |
| Participant deferral / active EE | $588 | $3,039-80.7% | $3,963-85.2% | $3,740-84.3% |
| Admin fee / account holder | $42 | $396-89.5% | $5,611-99.3% | $513-91.9% |