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 | $5,638 | $37,393-84.9% | $77,024-92.7% | $66,914-91.6% |
| Participation rate | 99.2% | 52.9%+46.3pp | 67.9%+31.3pp | 69.8%+29.4pp |
| Annual return | 24.50% | -3.29%+27.8pp | 42.32%-17.8pp | 1.58%+22.9pp |
| Employer contribution / active EE | $41 | $1,531-97.3% | $2,812-98.6% | $2,544-98.4% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |