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 6-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.
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 | $19,792 | $82,202-75.9% | $125,339-84.2% | $64,808-69.5% |
| Participation rate | 87.8% | 77.9%+9.9pp | 82.4%+5.4pp | 71.5%+16.3pp |
| Annual return | 12.58% | 3.48%+9.1pp | 572.05%-559.5pp | 32.82%-20.2pp |
| Employer contribution / active EE | $9,603 | $3,615+165.6% | $4,814+99.5% | $2,506+283.2% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |