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 | $4,780 | $71,050-93.3% | $93,606-94.9% | $80,856-94.1% |
| Participation rate | 94.5% | 60.4%+34.1pp | 68.7%+25.8pp | 67.6%+26.9pp |
| Annual return | 13.24% | 11.26%+2.0pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,381 | $4,034-41.0% | $4,411-46.0% | $4,296-44.6% |
| Admin fee / account holder | $22 | $6,945-99.7% | $8,285-99.7% | $6,918-99.7% |