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.
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 | $2,027 | $59,805-96.6% | $79,550-97.5% | $68,494-97.0% |
| Participation rate | 90.5% | 61.1%+29.5pp | 69.5%+21.1pp | 67.9%+22.7pp |
| Annual return | -15.91% | -12.30%-3.6pp | 0.16%-16.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,501 | $3,024-17.3% | $3,985-37.3% | $4,027-37.9% |
| Admin fee / account holder | $13 | $4,835-99.7% | $6,832-99.8% | $5,403-99.8% |