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 | $5,496 | $46,292-88.1% | $143,757-96.2% | $64,808-91.5% |
| Participation rate | 99.5% | 64.2%+35.3pp | 80.3%+19.2pp | 71.5%+28.0pp |
| Annual return | -64.52% | -10.05%-54.5pp | -0.04%-64.5pp | 32.82%-97.3pp |
| Employer contribution / active EE | $1,601 | $1,910-16.1% | $4,951-67.7% | $2,506-36.1% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $4 | $154-97.3% | $14,673-100.0% | $188-97.7% |