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.
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 | $1,184 | $62,928-98.1% | $172,739-99.3% | $67,579-98.2% |
| Participation rate | 75.1% | 64.5%+10.6pp | 82.6%-7.5pp | 71.3%+3.8pp |
| Annual return | 1.61% | 30.36%-28.8pp | 802.84%-801.2pp | 378.56%-377.0pp |
| Employer contribution / active EE | $778 | $1,636-52.4% | $5,143-84.9% | $2,148-63.8% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |