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.
Annual investment return 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 | $8,733 | $94,833-90.8% | $75,696-88.5% | $86,799-89.9% |
| Participation rate | 96.5% | 79.1%+17.4pp | 74.8%+21.6pp | 72.3%+24.2pp |
| Annual return | 5.97% | 16.91%-10.9pp | 104.53%-98.6pp | 97.91%-91.9pp |
| Employer contribution / active EE | $9,279 | $2,904+219.5% | $2,743+238.3% | $2,405+285.7% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,821-100.0% | $4,131-100.0% |
| Admin fee / account holder | $4 | $109-95.9% | $3,619-99.9% | $170-97.4% |