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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $8,211 | $79,171-89.6% | $102,423-92.0% | $74,495-89.0% |
| Participation rate | 99.4% | 74.8%+24.6pp | 76.5%+23.0pp | 67.2%+32.2pp |
| Annual return | 4.69% | 54.93%-50.2pp | 29.32%-24.6pp | 1364.94%-1360.3pp |
| Employer contribution / active EE | $1,934 | $2,362-18.1% | $3,023-36.0% | $2,623-26.3% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $6 | $2,001-99.7% | $9,451-99.9% | $1,942-99.7% |