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 7-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 | $2,565 | $62,928-95.9% | $172,739-98.5% | $67,579-96.2% |
| Participation rate | 99.5% | 64.5%+35.0pp | 82.6%+16.8pp | 71.3%+28.2pp |
| Annual return | 0.04% | 30.36%-30.3pp | 802.84%-802.8pp | 378.56%-378.5pp |
| Employer contribution / active EE | $1,531 | $1,636-6.4% | $5,143-70.2% | $2,148-28.7% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |