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 | $7,017 | $74,927-90.6% | $101,794-93.1% | $84,808-91.7% |
| Participation rate | 93.8% | 61.4%+32.4pp | 69.2%+24.6pp | 68.3%+25.5pp |
| Annual return | 20.12% | 18.70%+1.4pp | 30.53%-10.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,612 | $3,099-15.7% | $4,084-36.0% | $4,212-38.0% |
| Admin fee / account holder | $26 | $6,514-99.6% | $8,777-99.7% | $7,344-99.6% |