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 | $7,601 | $88,874-91.4% | $123,544-93.8% | $75,289-89.9% |
| Participation rate | 95.6% | 75.9%+19.7pp | 82.3%+13.3pp | 72.4%+23.2pp |
| Annual return | -5.61% | 4.22%-9.8pp | 119.20%-124.8pp | -0.04%-5.6pp |
| Employer contribution / active EE | -$2 | $3,256-100.1% | $4,628-100.0% | $2,405-100.1% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |