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 9-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.
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 | $9,096 | $125,578-92.8% | $86,436-89.5% | $89,394-89.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 80.3%+19.7pp | 71.3%+28.7pp |
| Annual return | -16.44% | -16.42%0pp | 4394.89%-4411.3pp | -11.89%-4.6pp |
| Employer contribution / active EE | $1,578 | $4,137-61.9% | $3,769-58.1% | $3,022-47.8% |
| Participant deferral / active EE | $0 | $9,976-100.0% | $6,952-100.0% | $5,123-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $6,731-100.0% | $79-100.0% |