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.
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 | $111,677 | $58,927+89.5% | $76,817+45.4% | $72,985+53.0% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | -46.72% | 2305.64%-2352.4pp | 1166.11%-1212.8pp | 81.00%-127.7pp |
| Employer contribution / active EE | $3,596 | $1,787+101.3% | $2,302+56.2% | $2,440+47.4% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,013-100.0% | $6,420-100.0% | $5,124-100.0% |