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 | $4,017 | $50,199-92.0% | $70,092-94.3% | $66,914-94.0% |
| Participation rate | 96.5% | 66.3%+30.1pp | 70.5%+26.0pp | 69.8%+26.7pp |
| Annual return | -5.89% | -13.85%+8.0pp | 190.73%-196.6pp | 1.58%-7.5pp |
| Employer contribution / active EE | $523 | $1,864-71.9% | $2,559-79.6% | $2,544-79.4% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $6 | $600-99.0% | $6,267-99.9% | $593-99.0% |