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 6-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.
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 | $6,184 | $50,498-87.8% | $75,781-91.8% | $55,191-88.8% |
| Participation rate | 99.5% | 69.4%+30.0pp | 75.8%+23.6pp | 69.2%+30.3pp |
| Annual return | 19.27% | 1.80%+17.5pp | 9.68%+9.6pp | 10.78%+8.5pp |
| Employer contribution / active EE | $236 | $2,291-89.7% | $3,323-92.9% | $1,899-87.6% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,299-100.0% | $91-100.0% |