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 7-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 | $19,522 | $81,625-76.1% | $167,512-88.3% | $74,304-73.7% |
| Participation rate | 100.0% | 60.0%+40.0pp | 77.1%+22.9pp | 60.3%+39.7pp |
| Annual return | 71.21% | 26.09%+45.1pp | 1615.79%-1544.6pp | 29.43%+41.8pp |
| Employer contribution / active EE | $210 | $2,010-89.6% | $3,882-94.6% | $2,241-90.6% |
| Participant deferral / active EE | $0 | $4,115-100.0% | $6,405-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,474-100.0% | $9,769-100.0% | $2,969-100.0% |