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.
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 | $2,228 | $65,557-96.6% | $64,056-96.5% | $71,457-96.9% |
| Participation rate | 91.4% | 73.2%+18.2pp | 72.3%+19.1pp | 67.9%+23.5pp |
| Annual return | 23.05% | 18.94%+4.1pp | 33.69%-10.6pp | 28.85%-5.8pp |
| Employer contribution / active EE | $19 | $2,669-99.3% | $2,747-99.3% | $2,588-99.3% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $616-100.0% | $3,068-100.0% | $1,587-100.0% |