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.
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 | $309 | $25,723-98.8% | $69,182-99.6% | $55,167-99.4% |
| Participation rate | 100.0% | 39.4%+60.6pp | 55.1%+44.9pp | 69.0%+31.0pp |
| Annual return | 0.00% | 9.56%-9.6pp | -21.93%+21.9pp | 169.23%-169.2pp |
| Employer contribution / active EE | $309 | $480-35.8% | $1,206-74.4% | $1,963-84.3% |
| Participant deferral / active EE | $0 | $963-100.0% | $1,897-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $365-100.0% | $2,697-100.0% | $504-100.0% |