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 3-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,145 | $132,049-75.7% | $200,582-84.0% | $74,304-56.7% |
| Participation rate | 91.7% | 84.1%+7.6pp | 86.9%+4.8pp | 60.3%+31.3pp |
| Annual return | 15.45% | 22.22%-6.8pp | 42.33%-26.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $2,686 | $4,558-41.1% | $6,419-58.1% | $2,241+19.9% |
| Participant deferral / active EE | $0 | $7,213-100.0% | $9,331-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,405-100.0% | $16,305-100.0% | $2,969-100.0% |