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.
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 | $20,666 | $70,667-70.8% | $123,104-83.2% | $52,331-60.5% |
| Participation rate | 97.4% | 83.7%+13.7pp | 86.8%+10.6pp | 68.1%+29.3pp |
| Annual return | 15.50% | 6.23%+9.3pp | 13.22%+2.3pp | 4.54%+11.0pp |
| Employer contribution / active EE | $780 | $2,946-73.5% | $5,151-84.9% | $1,882-58.6% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |