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.
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 | $208,916 | $95,880+117.9% | $107,525+94.3% | $85,563+144.2% |
| Participation rate | 98.7% | 70.1%+28.6pp | 75.1%+23.7pp | 66.0%+32.8pp |
| Annual return | 42.94% | 68.06%-25.1pp | 181.32%-138.4pp | 31.51%+11.4pp |
| Employer contribution / active EE | $7,331 | $3,812+92.3% | $3,754+95.3% | $2,654+176.3% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |