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.
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 | $10,672 | $50,464-78.9% | $75,781-85.9% | $52,331-79.6% |
| Participation rate | 91.3% | 66.8%+24.6pp | 75.8%+15.5pp | 68.1%+23.2pp |
| Annual return | 1.30% | 1.03%+0.3pp | 9.68%-8.4pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,961 | $1,988-1.4% | $3,323-41.0% | $1,882+4.2% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $17 | $1,103-98.4% | $5,299-99.7% | $592-97.1% |