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 4-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.
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 | $5,544 | $60,989-90.9% | $60,874-90.9% | $66,914-91.7% |
| Participation rate | 70.9% | 74.5%-3.6pp | 73.1%-2.3pp | 69.8%+1.1pp |
| Annual return | 0.00% | -9.60%+9.6pp | 16.90%-16.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,547 | $2,661-41.9% | $2,701-42.7% | $2,544-39.2% |
| Participant deferral / active EE | $1,907 | $3,615-47.3% | $3,817-50.0% | $4,237-55.0% |
| Admin fee / account holder | $39 | $338-88.4% | $3,224-98.8% | $593-93.4% |