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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $5,984 | $71,666-91.7% | $117,854-94.9% | $69,631-91.4% |
| Participation rate | 98.2% | 77.5%+20.7pp | 79.7%+18.6pp | 70.7%+27.6pp |
| Annual return | -7.85% | 18.86%-26.7pp | 335.08%-342.9pp | 27571.02%-27578.9pp |
| Employer contribution / active EE | $401 | $1,889-78.8% | $3,786-89.4% | $2,032-80.3% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $60 | $120-50.1% | $8,020-99.3% | $110-45.7% |