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.
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 | $15,801 | $79,124-80.0% | $60,874-74.0% | $64,808-75.6% |
| Participation rate | 91.5% | 77.7%+13.7pp | 73.1%+18.3pp | 71.5%+20.0pp |
| Annual return | 5.01% | -7.13%+12.1pp | 16.90%-11.9pp | 32.82%-27.8pp |
| Employer contribution / active EE | $3,388 | $3,050+11.1% | $2,701+25.4% | $2,506+35.2% |
| Participant deferral / active EE | $0 | $3,725-100.0% | $3,817-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $3,224-100.0% | $188-100.0% |