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 7-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.
Participant contribution per participant 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 | $18,137 | $64,286-71.8% | $90,951-80.1% | $73,409-75.3% |
| Participation rate | 99.0% | 63.6%+35.4pp | 69.0%+29.9pp | 72.2%+26.8pp |
| Annual return | 76.06% | 21.45%+54.6pp | 134.60%-58.5pp | 59.29%+16.8pp |
| Employer contribution / active EE | $2,590 | $895+189.6% | $2,122+22.1% | $2,234+16.0% |
| Participant deferral / active EE | $0 | $2,453-100.0% | $3,373-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $287-100.0% | $5,959-100.0% | $158-100.0% |