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 6-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.
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 | $70,362 | $79,124-11.1% | $60,874+15.6% | $64,808+8.6% |
| Participation rate | 84.3% | 77.7%+6.6pp | 73.1%+11.2pp | 71.5%+12.8pp |
| Annual return | -15.19% | -7.13%-8.1pp | 16.90%-32.1pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,685 | $3,050-12.0% | $2,701-0.6% | $2,506+7.2% |
| Participant deferral / active EE | $5,039 | $3,725+35.3% | $3,817+32.0% | $4,310+16.9% |
| Admin fee / account holder | $103 | $106-2.3% | $3,224-96.8% | $188-45.0% |