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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,652 | $136,307-68.7% | $177,821-76.0% | $73,488-42.0% |
| Participation rate | 94.3% | 86.1%+8.2pp | 87.7%+6.6pp | 70.7%+23.6pp |
| Annual return | -4.08% | 18.68%-22.8pp | 48.32%-52.4pp | 28.51%-32.6pp |
| Employer contribution / active EE | $1,199 | $3,712-67.7% | $5,918-79.7% | $2,270-47.2% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $143 | $596-76.0% | $12,427-98.9% | $513-72.2% |