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 8-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 | $17,159 | $110,094-84.4% | $151,611-88.7% | $68,494-74.9% |
| Participation rate | 91.9% | 84.0%+7.9pp | 87.5%+4.4pp | 67.9%+24.0pp |
| Annual return | -13.83% | -10.12%-3.7pp | 3.33%-17.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,290 | $6,527+42.3% | $8,363+11.1% | $4,027+130.7% |
| Admin fee / account holder | $27 | $7,719-99.6% | $11,616-99.8% | $5,403-99.5% |