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 | $11,571 | $58,320-80.2% | $86,436-86.6% | $66,914-82.7% |
| Participation rate | 93.0% | 78.6%+14.4pp | 80.3%+12.6pp | 69.8%+23.2pp |
| Annual return | -8.41% | -9.71%+1.3pp | 4394.89%-4403.3pp | 1.58%-10.0pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,384 | $6,899+7.0% | $6,952+6.2% | $4,237+74.3% |
| Admin fee / account holder | $8 | $546-98.6% | $6,731-99.9% | $593-98.7% |