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 | $24,651 | $130,194-81.1% | $169,993-85.5% | $71,457-65.5% |
| Participation rate | 98.5% | 86.1%+12.3pp | 87.0%+11.5pp | 67.9%+30.6pp |
| Annual return | -3.31% | 20.37%-23.7pp | 53.37%-56.7pp | 28.85%-32.2pp |
| Employer contribution / active EE | $4,122 | $4,381-5.9% | $6,785-39.2% | $2,588+59.3% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $10,408-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |