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.
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 | $13,431 | $31,388-57.2% | $73,545-81.7% | $62,292-78.4% |
| Participation rate | 100.0% | 39.9%+60.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 8.49% | 25.34%-16.9pp | -15.16%+23.6pp | 28.90%-20.4pp |
| Employer contribution / active EE | $452 | $498-9.1% | $1,219-62.9% | $2,042-77.8% |
| Participant deferral / active EE | $0 | $1,028-100.0% | $1,806-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |