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 10-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,476 | $94,621-10.7% | $138,135-38.8% | $73,409+15.1% |
| Participation rate | 81.6% | 83.4%-1.8pp | 78.7%+2.9pp | 72.2%+9.4pp |
| Annual return | 15.28% | 16.57%-1.3pp | 20.51%-5.2pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,193 | $4,410-73.0% | $5,587-78.7% | $2,234-46.6% |
| Participant deferral / active EE | $3,562 | $6,199-42.5% | $6,431-44.6% | $3,805-6.4% |
| Admin fee / account holder | $0 | $140-99.9% | $11,856-100.0% | $158-99.9% |