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.
Employer 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.
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 | $505 | $47,977-98.9% | $154,107-99.7% | $56,287-99.1% |
| Participation rate | 98.7% | 66.2%+32.5pp | 83.0%+15.7pp | 69.9%+28.8pp |
| Annual return | 0.45% | 3.54%-3.1pp | 735.12%-734.7pp | -9.96%+10.4pp |
| Employer contribution / active EE | $4 | $2,169-99.8% | $5,298-99.9% | $2,111-99.8% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |