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.
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 | $27,263 | $102,553-73.4% | $151,611-82.0% | $66,914-59.3% |
| Participation rate | 98.3% | 85.5%+12.8pp | 87.5%+10.9pp | 69.8%+28.5pp |
| Annual return | -9.20% | -10.82%+1.6pp | 3.33%-12.5pp | 1.58%-10.8pp |
| Employer contribution / active EE | $4,983 | $4,180+19.2% | $6,166-19.2% | $2,544+95.9% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |