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.
Employer contribution per participant 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 | $12,665 | $72,254-82.5% | $86,677-85.4% | $64,808-80.5% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.6%+12.3pp | 71.5%+17.4pp |
| Annual return | -6.54% | 392.42%-399.0pp | 35.91%-42.5pp | 32.82%-39.4pp |
| Employer contribution / active EE | $17 | $2,393-99.3% | $2,836-99.4% | $2,506-99.3% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |