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 8-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 | $2,437 | $47,448-94.9% | $94,993-97.4% | $62,292-96.1% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 22.64%-22.6pp | 27.12%-27.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $2,437 | $1,300+87.4% | $2,603-6.4% | $2,042+19.3% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $434-100.0% | $4,960-100.0% | $479-100.0% |