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.
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 | $8,526 | $99,957-91.5% | $149,696-94.3% | $73,488-88.4% |
| Participation rate | 99.4% | 75.7%+23.6pp | 82.5%+16.9pp | 70.7%+28.7pp |
| Annual return | 54.85% | 53.87%+1.0pp | 276.60%-221.8pp | 28.51%+26.3pp |
| Employer contribution / active EE | $779 | $3,191-75.6% | $4,644-83.2% | $2,270-65.7% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $15 | $551-97.3% | $9,309-99.8% | $513-97.1% |