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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $60,247 | $52,903+13.9% | $73,307-17.8% | $59,632+1.0% |
| Participation rate | 69.6% | 68.2%+1.3pp | 74.9%-5.4pp | 68.7%+0.9pp |
| Annual return | 21.55% | 12.20%+9.4pp | 5.67%+15.9pp | 2041.28%-2019.7pp |
| Employer contribution / active EE | $2,495 | $1,909+30.7% | $3,237-22.9% | $2,203+13.3% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,834-100.0% | $5,637-100.0% | $4,297-100.0% |