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.
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 | $14,202 | $101,317-86.0% | $146,958-90.3% | $74,495-80.9% |
| Participation rate | 97.8% | 75.5%+22.3pp | 82.2%+15.7pp | 67.2%+30.6pp |
| Annual return | 13.47% | 8730.91%-8717.4pp | 418.34%-404.9pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,814 | $7,303-20.4% | $8,070-28.0% | $4,346+33.8% |
| Admin fee / account holder | $6 | $1,739-99.6% | $12,998-100.0% | $1,942-99.7% |