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 3-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.
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 | $5,517 | $26,549-79.2% | $61,373-91.0% | $66,914-91.8% |
| Participation rate | 99.0% | 38.1%+60.9pp | 52.6%+46.4pp | 69.8%+29.2pp |
| Annual return | 0.00% | -16.21%+16.2pp | 338.61%-338.6pp | 1.58%-1.6pp |
| Employer contribution / active EE | $3,352 | $651+414.6% | $1,159+189.1% | $2,544+31.7% |
| Participant deferral / active EE | $0 | $1,338-100.0% | $2,125-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $2,130-100.0% | $593-100.0% |