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 4-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.
Annual investment return 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.
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 | $29,409 | $71,192-58.7% | $117,854-75.0% | $62,292-52.8% |
| Participation rate | 99.5% | 74.2%+25.3pp | 79.7%+19.8pp | 69.5%+30.0pp |
| Annual return | 1.88% | 18.66%-16.8pp | 335.08%-333.2pp | 28.90%-27.0pp |
| Employer contribution / active EE | $2,244 | $1,934+16.1% | $3,786-40.7% | $2,042+9.9% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,020-100.0% | $479-100.0% |