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.
See 1 actuary disclosure. $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.
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 | $0 | $40,289-100.0% | $500,101-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.3%-21.3pp | 4.2%-4.2pp |
| Annual return | 14.94% | 10.64%+4.3pp | 2.08%+12.9pp | 10.64%+4.3pp |
| Employer contribution / active EE | $1,273 | $11,561-89.0% | $47,324-97.3% | $11,561-89.0% |
| Participant deferral / active EE | $0 | $347-100.0% | $78-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $1,916-100.0% | $312-100.0% |