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.
Annual investment return 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 | $47,524 | $72,482-34.4% | $129,110-63.2% | $64,808-26.7% |
| Participation rate | 95.4% | 79.2%+16.2pp | 77.3%+18.1pp | 71.5%+23.9pp |
| Annual return | -17.53% | -9.08%-8.4pp | -10.94%-6.6pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,425 | $4,247-66.4% | $5,052-71.8% | $2,506-43.1% |
| Participant deferral / active EE | $4,395 | $5,679-22.6% | $6,542-32.8% | $4,310+2.0% |
| Admin fee / account holder | $0 | $144-99.9% | $14,302-100.0% | $188-99.9% |