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.
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,796 | $75,388-35.3% | $123,544-60.5% | $55,725-12.4% |
| Participation rate | 91.8% | 75.7%+16.1pp | 82.3%+9.5pp | 70.9%+21.0pp |
| Annual return | 4.31% | 4.48%-0.2pp | 119.20%-114.9pp | 244.93%-240.6pp |
| Employer contribution / active EE | $4,678 | $3,063+52.7% | $4,628+1.1% | $2,078+125.1% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $2 | $120-98.5% | $9,284-100.0% | $115-98.4% |