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 5-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,240 | $96,458-91.5% | $136,294-94.0% | $77,958-89.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.9%+18.1pp | 71.6%+28.4pp |
| Annual return | 16.89% | 23.78%-6.9pp | 5155.94%-5139.1pp | 20.87%-4.0pp |
| Employer contribution / active EE | -$57 | $3,144-101.8% | $4,695-101.2% | $2,310-102.5% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $80-100.0% | $9,243-100.0% | $97-100.0% |