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.
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 | $10,483 | $42,548-75.4% | $74,550-85.9% | $56,287-81.4% |
| Participation rate | 98.5% | 60.5%+38.0pp | 69.1%+29.4pp | 69.9%+28.7pp |
| Annual return | -11.06% | 12.40%-23.5pp | 32.53%-43.6pp | -9.96%-1.1pp |
| Employer contribution / active EE | $1,866 | $855+118.2% | $1,961-4.9% | $2,111-11.6% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,060-100.0% | $521-100.0% |