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 9-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,958 | $87,125-96.6% | $108,410-97.3% | $86,799-96.6% |
| Participation rate | 94.4% | 80.5%+13.8pp | 80.1%+14.2pp | 72.3%+22.1pp |
| Annual return | -160.45% | 25.21%-185.7pp | 905.27%-1065.7pp | 97.91%-258.4pp |
| Employer contribution / active EE | $7,835 | $2,477+216.3% | $3,558+120.2% | $2,405+225.7% |
| Participant deferral / active EE | $0 | $6,944-100.0% | $6,563-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $130-100.0% | $7,295-100.0% | $170-100.0% |