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 9-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 | $12,138 | $59,839-79.7% | $81,983-85.2% | $79,858-84.8% |
| Participation rate | 80.6% | 61.6%+19.0pp | 69.2%+11.4pp | 69.6%+11.0pp |
| Annual return | 10.46% | 17.56%-7.1pp | 41.31%-30.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,499 | $2,695-7.3% | $3,722-32.9% | $3,740-33.2% |
| Admin fee / account holder | $74 | $4,287-98.3% | $5,664-98.7% | $5,306-98.6% |