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.
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 | $9,081 | $55,449-83.6% | $83,848-89.2% | $56,287-83.9% |
| Participation rate | 98.0% | 68.0%+30.0pp | 76.1%+21.9pp | 69.9%+28.2pp |
| Annual return | 31.07% | -1.38%+32.5pp | 850.88%-819.8pp | -9.96%+41.0pp |
| Employer contribution / active EE | $332 | $2,430-86.3% | $3,631-90.9% | $2,111-84.3% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |