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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,142 | $52,884-78.9% | $84,750-86.9% | $55,167-79.8% |
| Participation rate | 85.4% | 67.5%+17.9pp | 76.6%+8.8pp | 69.0%+16.4pp |
| Annual return | 0.57% | 18.03%-17.5pp | 22.78%-22.2pp | 169.23%-168.7pp |
| Employer contribution / active EE | $2,128 | $2,233-4.7% | $3,574-40.5% | $1,963+8.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $60 | $581-89.7% | $5,332-98.9% | $504-88.1% |