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 | $3,845 | $64,954-94.1% | $115,752-96.7% | $62,292-93.8% |
| Participation rate | 99.2% | 73.0%+26.2pp | 77.8%+21.4pp | 69.5%+29.7pp |
| Annual return | 23.60% | 24.87%-1.3pp | 19.41%+4.2pp | 28.90%-5.3pp |
| Employer contribution / active EE | $569 | $2,344-75.7% | $3,492-83.7% | $2,042-72.1% |
| Participant deferral / active EE | $0 | $3,665-100.0% | $5,204-100.0% | $3,169-100.0% |
| Admin fee / account holder | $64 | $414-84.6% | $6,278-99.0% | $479-86.7% |