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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,421 | $67,606-72.8% | $82,313-77.6% | $70,131-73.7% |
| Participation rate | 95.7% | 72.8%+23.0pp | 76.9%+18.9pp | 69.5%+26.2pp |
| Annual return | 13.57% | 21.57%-8.0pp | 25.88%-12.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $2,990 | $1,755+70.4% | $2,428+23.1% | $2,342+27.7% |
| Participant deferral / active EE | $4,345 | $2,987+45.5% | $3,706+17.2% | $3,332+30.4% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |