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 | $49,657-93.2% | $93,063-96.4% | $67,986-95.1% |
| Participation rate | 84.1% | 49.9%+34.1pp | 72.1%+12.0pp | 57.2%+26.9pp |
| Annual return | 35.38% | 26.27%+9.1pp | 34.15%+1.2pp | 31.67%+3.7pp |
| Employer contribution / active EE | $0 | $1,279-100.0% | $2,476-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,114 | $2,484-55.1% | $3,958-71.9% | $3,358-66.8% |
| Admin fee / account holder | $42 | $2,843-98.5% | $6,033-99.3% | $3,203-98.7% |