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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $1,575 | $71,516-97.8% | $98,439-98.4% | $71,457-97.8% |
| Participation rate | 72.7% | 72.7%0pp | 75.2%-2.4pp | 67.9%+4.8pp |
| Annual return | 0.00% | 32.41%-32.4pp | 21.16%-21.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $552 | $2,399-77.0% | $3,048-81.9% | $2,588-78.7% |
| Participant deferral / active EE | $698 | $4,109-83.0% | $4,738-85.3% | $4,289-83.7% |
| Admin fee / account holder | $14 | $1,675-99.2% | $8,948-99.8% | $1,587-99.1% |