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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,628 | $48,076+269.5% | $78,689+125.7% | $62,891+182.4% |
| Participation rate | 76.5% | 65.2%+11.3pp | 73.6%+2.9pp | 69.3%+7.2pp |
| Annual return | 3.88% | 31.35%-27.5pp | 62.18%-58.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $12,945 | $2,015+542.5% | $2,851+354.1% | $2,281+467.5% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,207-100.0% | $4,510-100.0% | $4,296-100.0% |