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 | $18,749 | $54,701-65.7% | $86,188-78.2% | $71,457-73.8% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 6.94% | 20.06%-13.1pp | 1168.45%-1161.5pp | 28.85%-21.9pp |
| Employer contribution / active EE | $852 | $1,265-32.6% | $2,380-64.2% | $2,588-67.1% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $6 | $1,922-99.7% | $6,852-99.9% | $1,587-99.6% |