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.
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 | $8,026 | $54,229-85.2% | $70,092-88.5% | $68,494-88.3% |
| Participation rate | 85.1% | 64.5%+20.6pp | 70.5%+14.7pp | 67.9%+17.2pp |
| Annual return | -17.22% | -13.87%-3.4pp | 190.73%-208.0pp | -7.84%-9.4pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,322 | $2,956+12.4% | $3,849-13.7% | $4,027-17.5% |
| Admin fee / account holder | $25 | $4,694-99.5% | $6,267-99.6% | $5,403-99.5% |