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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,515 | $37,393-82.6% | $77,024-91.5% | $66,914-90.3% |
| Participation rate | 86.9% | 52.9%+34.1pp | 67.9%+19.0pp | 69.8%+17.1pp |
| Annual return | -12.57% | -3.29%-9.3pp | 42.32%-54.9pp | 1.58%-14.2pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,407 | $2,617+68.4% | $4,426-0.4% | $4,237+4.0% |
| Admin fee / account holder | $17 | $567-97.0% | $5,425-99.7% | $593-97.1% |