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.
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 | $2,864 | $54,590-94.8% | $81,930-96.5% | $73,488-96.1% |
| Participation rate | 97.9% | 68.3%+29.6pp | 72.0%+25.9pp | 70.7%+27.2pp |
| Annual return | 23.11% | 17.74%+5.4pp | 29.49%-6.4pp | 28.51%-5.4pp |
| Employer contribution / active EE | $274 | $1,636-83.3% | $4,310-93.6% | $2,270-87.9% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $5,158-100.0% | $513-100.0% |