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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,773 | $58,208-54.0% | $81,812-67.3% | $80,856-66.9% |
| Participation rate | 96.6% | 63.4%+33.1pp | 72.3%+24.2pp | 67.6%+28.9pp |
| Annual return | -14.18% | 41.66%-55.8pp | 773.79%-788.0pp | 35.59%-49.8pp |
| Employer contribution / active EE | $14,414 | $2,340+516.0% | $2,912+394.9% | $2,755+423.2% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |