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 8-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 | $1,350 | $37,039-96.4% | $147,614-99.1% | $59,188-97.7% |
| Participation rate | 99.8% | 63.8%+36.0pp | 84.6%+15.2pp | 69.4%+30.4pp |
| Annual return | -89.26% | 7.19%-96.4pp | 61.98%-151.2pp | 5.51%-94.8pp |
| Employer contribution / active EE | $1,886 | $1,353+39.4% | $5,564-66.1% | $2,098-10.1% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $60-100.0% | $11,611-100.0% | $92-100.0% |