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 5-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.
Employer 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 | $4,188 | $59,402-92.9% | $93,654-95.5% | $74,546-94.4% |
| Participation rate | 79.7% | 59.7%+20.0pp | 68.7%+11.0pp | 67.2%+12.5pp |
| Annual return | 14.12% | 81.86%-67.7pp | 133.34%-119.2pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,822 | $3,049-40.2% | $4,413-58.7% | $4,347-58.1% |
| Admin fee / account holder | $81 | $3,023-97.3% | $8,282-99.0% | $1,944-95.9% |