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.
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 | $11,198 | $61,756-81.9% | $70,092-84.0% | $77,904-85.6% |
| Participation rate | 90.4% | 79.9%+10.5pp | 70.5%+19.9pp | 73.7%+16.7pp |
| Annual return | -2.08% | -11.86%+9.8pp | 190.73%-192.8pp | 12.21%-14.3pp |
| Employer contribution / active EE | $416 | $2,706-84.6% | $2,559-83.8% | $2,848-85.4% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $3,849-100.0% | $4,806-100.0% |
| Admin fee / account holder | $3 | $101-97.0% | $6,267-100.0% | $133-97.7% |