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.
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 | $26,789 | $48,230-44.5% | $67,502-60.3% | $80,856-66.9% |
| Participation rate | 87.8% | 66.4%+21.4pp | 72.9%+14.9pp | 67.6%+20.1pp |
| Annual return | 15.26% | 18.28%-3.0pp | 3512.12%-3496.9pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,025 | $2,020+0.3% | $2,731-25.8% | $2,755-26.5% |
| Participant deferral / active EE | $2,278 | $2,924-22.1% | $4,000-43.0% | $4,296-47.0% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |