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.
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 | $23,577 | $88,083-73.2% | $164,813-85.7% | $74,495-68.4% |
| Participation rate | 99.1% | 73.0%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 61.28% | 17.26%+44.0pp | 69.93%-8.6pp | 1364.94%-1303.7pp |
| Employer contribution / active EE | $637 | $2,593-75.4% | $4,341-85.3% | $2,623-75.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |