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 10-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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,089 | $82,978+21.8% | $129,995-22.2% | $71,457+41.5% |
| Participation rate | 99.5% | 74.1%+25.4pp | 78.5%+21.0pp | 67.9%+31.6pp |
| Annual return | 0.51% | 20.60%-20.1pp | -137.18%+137.7pp | 28.85%-28.3pp |
| Employer contribution / active EE | $4,856 | $2,622+85.2% | $4,320+12.4% | $2,588+87.7% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |