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 5-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 | $3,365 | $55,371-93.9% | $95,585-96.5% | $74,304-95.5% |
| Participation rate | 84.1% | 53.8%+30.3pp | 72.1%+12.0pp | 60.3%+23.7pp |
| Annual return | 35.38% | 24.26%+11.1pp | 38.56%-3.2pp | 29.43%+6.0pp |
| Employer contribution / active EE | $0 | $1,437-100.0% | $2,527-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,114 | $2,955-62.3% | $4,023-72.3% | $3,767-70.4% |
| Admin fee / account holder | $42 | $2,620-98.4% | $6,127-99.3% | $2,969-98.6% |