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.
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 | $70,764 | $162,322-56.4% | $135,903-47.9% | - |
| Participation rate | 100.0% | 71.5%+28.5pp | 81.9%+18.1pp | - |
| Annual return | 26.23% | 15.15%+11.1pp | 68.23%-42.0pp | - |
| Employer contribution / active EE | $10,485 | $3,400+208.4% | $4,856+115.9% | - |
| Participant deferral / active EE | $0 | $5,722-100.0% | $7,758-100.0% | - |
| Admin fee / account holder | $0 | $23,877-100.0% | $10,762-100.0% | - |