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 4-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 | $3,717 | $69,362-94.6% | $101,248-96.3% | $73,488-94.9% |
| Participation rate | 90.6% | 68.4%+22.2pp | 75.8%+14.8pp | 70.7%+19.9pp |
| Annual return | 41.44% | 18.46%+23.0pp | 46.47%-5.0pp | 28.51%+12.9pp |
| Employer contribution / active EE | $545 | $2,628-79.3% | $3,660-85.1% | $2,270-76.0% |
| Participant deferral / active EE | $1,914 | $3,300-42.0% | $4,370-56.2% | $3,740-48.8% |
| Admin fee / account holder | $9 | $704-98.7% | $5,945-99.9% | $513-98.3% |