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 5-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,310 | $57,651-59.6% | $112,229-79.2% | $71,457-67.4% |
| Participation rate | 100.0% | 58.9%+41.1pp | 72.4%+27.6pp | 67.9%+32.1pp |
| Annual return | 6.41% | 18.32%-11.9pp | 30.20%-23.8pp | 28.85%-22.4pp |
| Employer contribution / active EE | $7,692 | $1,913+302.0% | $3,430+124.2% | $2,588+197.3% |
| Participant deferral / active EE | $0 | $2,863-100.0% | $4,798-100.0% | $4,289-100.0% |
| Admin fee / account holder | $39 | $1,581-97.5% | $7,748-99.5% | $1,587-97.5% |