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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,663 | $45,863-59.3% | $77,024-75.8% | $68,494-72.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -20.77% | 1.72%-22.5pp | 42.32%-63.1pp | -7.84%-12.9pp |
| Employer contribution / active EE | $4,376 | $1,650+165.3% | $2,812+55.6% | $2,596+68.5% |
| Participant deferral / active EE | $0 | $2,962-100.0% | $4,426-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,425-100.0% | $5,403-100.0% |