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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $10,845 | $78,852-86.2% | $76,768-85.9% | $75,289-85.6% |
| Participation rate | 96.7% | 85.0%+11.7pp | 77.0%+19.7pp | 72.4%+24.2pp |
| Annual return | 10.57% | -1.29%+11.9pp | 2.43%+8.1pp | -0.04%+10.6pp |
| Employer contribution / active EE | $295 | $2,794-89.4% | $2,485-88.1% | $2,405-87.7% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $3,852-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $6,675-100.0% | $102-100.0% |