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 | $0 | $47,969-100.0% | $85,969-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 61.7%-61.7pp | 76.5%-76.5pp | 68.1%-68.1pp |
| Annual return | -4.49% | -0.13%-4.4pp | 9.32%-13.8pp | 4.54%-9.0pp |
| Employer contribution / active EE | $4,415 | $1,460+202.4% | $3,474+27.1% | $1,882+134.6% |
| Participant deferral / active EE | $2,262 | $2,110+7.2% | $3,829-40.9% | $3,022-25.2% |
| Admin fee / account holder | $0 | $530-100.0% | $6,053-100.0% | $592-100.0% |