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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,796 | $33,067-79.4% | $76,523-91.1% | $56,287-87.9% |
| Participation rate | 93.2% | 55.4%+37.8pp | 68.0%+25.2pp | 69.9%+23.3pp |
| Annual return | -5.24% | 2.72%-8.0pp | -0.27%-5.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $220 | $1,200-81.7% | $2,647-91.7% | $2,111-89.6% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,848-100.0% | $521-100.0% |