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.
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 | $34,762 | $121,341-71.4% | $189,513-81.7% | $79,386-56.2% |
| Participation rate | 98.5% | 86.1%+12.4pp | 87.8%+10.7pp | 70.7%+27.8pp |
| Annual return | 7.09% | 21.08%-14.0pp | 555.15%-548.1pp | 116.85%-109.8pp |
| Employer contribution / active EE | $4,831 | $3,915+23.4% | $6,162-21.6% | $2,427+99.0% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |