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 6-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.
Participant 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 | $18,611 | $63,114-70.5% | $92,893-80.0% | $65,185-71.4% |
| Participation rate | 97.2% | 68.8%+28.4pp | 76.0%+21.2pp | 70.2%+27.0pp |
| Annual return | 0.00% | 28.75%-28.8pp | 109.41%-109.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $4,533 | $2,571+76.3% | $3,653+24.1% | $2,177+108.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,236-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,794-100.0% | $847-100.0% |