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 10-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,910 | $86,286+86.5% | $111,297+44.6% | $85,850+87.4% |
| Participation rate | 79.5% | 73.3%+6.2pp | 77.3%+2.2pp | 69.3%+10.2pp |
| Annual return | 11.54% | 19.99%-8.4pp | 54.65%-43.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $2,773 | $2,043+35.7% | $2,731+1.5% | $2,565+8.1% |
| Participant deferral / active EE | $3,156 | $3,641-13.3% | $4,487-29.7% | $3,952-20.1% |
| Admin fee / account holder | $119 | $8,188-98.6% | $7,964-98.5% | $6,260-98.1% |