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 | $2,184 | $52,293-95.8% | $178,490-98.8% | $73,409-97.0% |
| Participation rate | 96.6% | 65.3%+31.3pp | 81.9%+14.7pp | 72.2%+24.4pp |
| Annual return | 0.55% | 34.75%-34.2pp | 151.07%-150.5pp | 59.29%-58.7pp |
| Employer contribution / active EE | $1,895 | $1,735+9.2% | $5,011-62.2% | $2,234-15.2% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,984-100.0% | $158-100.0% |