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 9-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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,824 | $348,986-94.0% | $185,823-88.8% | - |
| Participation rate | 100.0% | 76.2%+23.8pp | 78.0%+22.0pp | - |
| Annual return | 14.66% | 9.09%+5.6pp | 35.95%-21.3pp | - |
| Employer contribution / active EE | $2,086 | $2,863-27.1% | $4,087-49.0% | - |
| Participant deferral / active EE | $0 | $5,378-100.0% | $5,632-100.0% | - |
| Admin fee / account holder | $0 | $28,026-100.0% | $9,500-100.0% | - |