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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,310 | $42,548-33.5% | $74,550-62.0% | $56,287-49.7% |
| Participation rate | 98.3% | 60.5%+37.9pp | 69.1%+29.2pp | 69.9%+28.5pp |
| Annual return | 7.38% | 12.40%-5.0pp | 32.53%-25.2pp | -9.96%+17.3pp |
| Employer contribution / active EE | $532 | $855-37.8% | $1,961-72.9% | $2,111-74.8% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,060-100.0% | $521-100.0% |