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 5-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.
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 | $13,426 | $49,451-72.8% | $79,550-83.1% | $66,914-79.9% |
| Participation rate | 85.0% | 61.3%+23.7pp | 69.5%+15.5pp | 69.8%+15.2pp |
| Annual return | -4.19% | 84.25%-88.4pp | 0.16%-4.4pp | 1.58%-5.8pp |
| Employer contribution / active EE | $1,182 | $1,266-6.6% | $2,413-51.0% | $2,544-53.5% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |