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.
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 | $19,707 | $88,324-77.7% | $115,037-82.9% | $55,191-64.3% |
| Participation rate | 99.7% | 72.5%+27.2pp | 81.4%+18.3pp | 69.2%+30.5pp |
| Annual return | 1.66% | 6.30%-4.6pp | 26.14%-24.5pp | 10.78%-9.1pp |
| Employer contribution / active EE | $2,966 | $2,805+5.7% | $4,608-35.6% | $1,899+56.2% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $5 | $105-95.1% | $8,175-99.9% | $91-94.3% |