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 6-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 | $20,369 | $106,236-80.8% | $112,228-81.9% | $64,808-68.6% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.1%+23.1pp | 71.5%+26.7pp |
| Annual return | -12.84% | -6.02%-6.8pp | 27.45%-40.3pp | 32.82%-45.7pp |
| Employer contribution / active EE | $300 | $3,166-90.5% | $3,635-91.8% | $2,506-88.0% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |