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.
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 | $3,468 | $27,839-87.5% | $58,482-94.1% | $71,457-95.1% |
| Participation rate | 76.4% | 34.5%+41.9pp | 50.9%+25.5pp | 67.9%+8.5pp |
| Annual return | 21.05% | 26.81%-5.8pp | 4239.32%-4218.3pp | 28.85%-7.8pp |
| Employer contribution / active EE | $261 | $631-58.6% | $1,053-75.2% | $2,588-89.9% |
| Participant deferral / active EE | $379 | $1,206-68.6% | $1,924-80.3% | $4,289-91.2% |
| Admin fee / account holder | $3 | $1,641-99.8% | $2,516-99.9% | $1,587-99.8% |