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 10-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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155 | $70,002-99.8% | $115,037-99.9% | $52,331-99.7% |
| Participation rate | 94.2% | 72.1%+22.1pp | 81.4%+12.8pp | 68.1%+26.1pp |
| Annual return | -199.92% | 4.04%-204.0pp | 26.14%-226.1pp | 4.54%-204.5pp |
| Employer contribution / active EE | $620 | $2,715-77.2% | $4,608-86.5% | $1,882-67.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |