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 10-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $13,173 | $91,517-85.6% | $101,248-87.0% | $73,409-82.1% |
| Participation rate | 96.4% | 73.8%+22.6pp | 75.8%+20.5pp | 72.2%+24.2pp |
| Annual return | -60.32% | 17.17%-77.5pp | 46.47%-106.8pp | 59.29%-119.6pp |
| Employer contribution / active EE | $6,291 | $2,877+118.7% | $3,660+71.9% | $2,234+181.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |