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 4-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 | $10,725 | $70,667-84.8% | $123,104-91.3% | $52,331-79.5% |
| Participation rate | 99.5% | 83.7%+15.7pp | 86.8%+12.7pp | 68.1%+31.4pp |
| Annual return | 10.73% | 6.23%+4.5pp | 13.22%-2.5pp | 4.54%+6.2pp |
| Employer contribution / active EE | $2,498 | $2,946-15.2% | $5,151-51.5% | $1,882+32.7% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,015-100.0% | $592-100.0% |