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 6-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.
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 | $5,511 | $62,603-91.2% | $104,294-94.7% | $66,914-91.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 73.3%+26.7pp | 69.8%+30.2pp |
| Annual return | -18.24% | -14.70%-3.5pp | 24.61%-42.9pp | 1.58%-19.8pp |
| Employer contribution / active EE | $1,406 | $1,972-28.7% | $3,372-58.3% | $2,544-44.7% |
| Participant deferral / active EE | $1,256 | $2,853-56.0% | $4,625-72.9% | $4,237-70.4% |
| Admin fee / account holder | $20 | $656-97.0% | $7,339-99.7% | $593-96.7% |