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 | $12,572 | $76,050-83.5% | $96,544-87.0% | $71,457-82.4% |
| Participation rate | 94.6% | 74.4%+20.2pp | 76.0%+18.7pp | 67.9%+26.7pp |
| Annual return | 4.39% | 22.81%-18.4pp | 25.84%-21.4pp | 28.85%-24.5pp |
| Employer contribution / active EE | $1,538 | $2,244-31.4% | $2,965-48.1% | $2,588-40.5% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |