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.
Participant 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 | $15,021 | $65,435-77.0% | $86,677-82.7% | $66,914-77.6% |
| Participation rate | 91.1% | 75.5%+15.6pp | 76.6%+14.5pp | 69.8%+21.3pp |
| Annual return | -8.63% | -10.89%+2.3pp | 35.91%-44.5pp | 1.58%-10.2pp |
| Employer contribution / active EE | $1,642 | $2,153-23.7% | $2,836-42.1% | $2,544-35.5% |
| Participant deferral / active EE | $1,043 | $4,100-74.6% | $4,656-77.6% | $4,237-75.4% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |