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 6-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.
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 | $697 | $91,517-99.2% | $101,248-99.3% | $73,409-99.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 0.00% | 17.17%-17.2pp | 46.47%-46.5pp | 59.29%-59.3pp |
| Employer contribution / active EE | $692 | $2,877-75.9% | $3,660-81.1% | $2,234-69.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $1 | $216-99.4% | $5,945-100.0% | $158-99.1% |