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 10-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 | $48,614 | $100,227-51.5% | $169,993-71.4% | $74,419-34.7% |
| Participation rate | 99.0% | 87.3%+11.6pp | 87.0%+12.0pp | 70.7%+28.2pp |
| Annual return | -10.65% | 66.08%-76.7pp | 53.37%-64.0pp | 34.38%-45.0pp |
| Employer contribution / active EE | $4,070 | $4,263-4.5% | $6,785-40.0% | $2,637+54.3% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $234-100.0% | $12,815-100.0% | $348-100.0% |