Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,485 | $82,879-41.5% | $96,576-49.8% | $67,986-28.7% |
| Participation rate | 96.1% | 75.2%+20.9pp | 81.4%+14.6pp | 57.2%+38.9pp |
| Annual return | 27.53% | 36.90%-9.4pp | 38.47%-10.9pp | 31.67%-4.1pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $12,348 | $6,976+77.0% | $7,956+55.2% | $3,358+267.7% |
| Admin fee / account holder | $0 | $2,783-100.0% | $11,381-100.0% | $3,203-100.0% |