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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,824 | $136,307-32.6% | $177,821-48.4% | $73,488+25.0% |
| Participation rate | 88.0% | 86.1%+1.9pp | 87.7%+0.3pp | 70.7%+17.3pp |
| Annual return | 6.70% | 18.68%-12.0pp | 48.32%-41.6pp | 28.51%-21.8pp |
| Employer contribution / active EE | $2,736 | $3,712-26.3% | $5,918-53.8% | $2,270+20.5% |
| Participant deferral / active EE | $5,616 | $5,829-3.6% | $7,714-27.2% | $3,740+50.2% |
| Admin fee / account holder | $53 | $596-91.1% | $12,427-99.6% | $513-89.7% |