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 9-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 | $25,269 | $56,114-55.0% | $96,139-73.7% | $85,850-70.6% |
| Participation rate | 98.9% | 56.7%+42.1pp | 68.4%+30.4pp | 69.3%+29.5pp |
| Annual return | -25.11% | 42.30%-67.4pp | 191.94%-217.1pp | 318.53%-343.6pp |
| Employer contribution / active EE | $15,870 | $1,620+879.8% | $2,797+467.4% | $2,565+518.7% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $4,349-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,768-100.0% | $5,537-100.0% | $6,260-100.0% |