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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,378 | $54,762-81.0% | $90,281-88.5% | $72,985-85.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.23% | 30.63%-6.4pp | 78.10%-53.9pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,141 | $2,092+2.3% | $2,854-25.0% | $2,440-12.2% |
| Participant deferral / active EE | $2,681 | $2,887-7.1% | $3,885-31.0% | $3,607-25.7% |
| Admin fee / account holder | $3 | $3,972-99.9% | $5,351-100.0% | $5,124-100.0% |