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.
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 | $14,588 | $61,156-76.1% | $185,823-92.1% | $79,386-81.6% |
| Participation rate | 73.1% | 66.6%+6.5pp | 81.7%-8.6pp | 70.7%+2.4pp |
| Annual return | 20.27% | 19.45%+0.8pp | 122.05%-101.8pp | 116.85%-96.6pp |
| Employer contribution / active EE | $275 | $2,321-88.2% | $5,167-94.7% | $2,427-88.7% |
| Participant deferral / active EE | $1,865 | $2,789-33.1% | $5,568-66.5% | $4,046-53.9% |
| Admin fee / account holder | $18 | $710-97.4% | $16,237-99.9% | $626-97.1% |