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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,761 | $31,038-68.6% | $65,255-85.0% | $74,419-86.9% |
| Participation rate | 95.2% | 66.9%+28.3pp | 65.0%+30.3pp | 70.7%+24.5pp |
| Annual return | 3.03% | 38.60%-35.6pp | 47.35%-44.3pp | 34.38%-31.4pp |
| Employer contribution / active EE | $545 | $1,188-54.1% | $1,691-67.7% | $2,637-79.3% |
| Participant deferral / active EE | $0 | $2,792-100.0% | $2,831-100.0% | $4,528-100.0% |
| Admin fee / account holder | $2 | $299-99.5% | $4,112-100.0% | $348-99.6% |