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.
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 | $17,211 | $60,989-71.8% | $60,874-71.7% | $66,914-74.3% |
| Participation rate | 84.5% | 74.5%+10.0pp | 73.1%+11.4pp | 69.8%+14.7pp |
| Annual return | -9.90% | -9.60%-0.3pp | 16.90%-26.8pp | 1.58%-11.5pp |
| Employer contribution / active EE | $35 | $2,661-98.7% | $2,701-98.7% | $2,544-98.6% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,817-100.0% | $4,237-100.0% |
| Admin fee / account holder | $5 | $338-98.4% | $3,224-99.8% | $593-99.1% |