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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,914 | $49,451+96.0% | $79,550+21.8% | $66,914+44.8% |
| Participation rate | 99.3% | 61.3%+38.0pp | 69.5%+29.8pp | 69.8%+29.5pp |
| Annual return | 14.76% | 84.25%-69.5pp | 0.16%+14.6pp | 1.58%+13.2pp |
| Employer contribution / active EE | $16,576 | $1,266+1209.7% | $2,413+586.9% | $2,544+551.5% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $595-99.8% | $6,832-100.0% | $593-99.8% |