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.
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 | $13,998 | $84,487-83.4% | $125,339-88.8% | $66,914-79.1% |
| Participation rate | 98.9% | 76.4%+22.5pp | 82.4%+16.5pp | 69.8%+29.1pp |
| Annual return | -8.02% | -8.39%+0.4pp | 572.05%-580.1pp | 1.58%-9.6pp |
| Employer contribution / active EE | $894 | $3,553-74.9% | $4,814-81.4% | $2,544-64.9% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $8 | $685-98.8% | $10,010-99.9% | $593-98.6% |