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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,440 | $95,274-71.2% | $135,903-79.8% | $74,419-63.1% |
| Participation rate | 99.6% | 78.2%+21.4pp | 81.9%+17.7pp | 70.7%+28.9pp |
| Annual return | -11.08% | 32.77%-43.8pp | 68.23%-79.3pp | 34.38%-45.5pp |
| Employer contribution / active EE | $3,859 | $3,874-0.4% | $4,856-20.5% | $2,637+46.3% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |