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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,992 | $51,175-23.8% | $70,515-44.7% | $75,163-48.1% |
| Participation rate | 95.6% | 60.9%+34.6pp | 68.3%+27.2pp | 67.2%+28.4pp |
| Annual return | -65.71% | 30.02%-95.7pp | 32.77%-98.5pp | 160.62%-226.3pp |
| Employer contribution / active EE | $13,808 | $1,826+656.1% | $2,973+364.4% | $2,670+417.2% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $4,091-100.0% | $6,412-100.0% | $5,651-100.0% |