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 | $30,693 | $122,239-74.9% | $184,203-83.3% | $74,495-58.8% |
| Participation rate | 98.6% | 85.5%+13.1pp | 86.8%+11.7pp | 67.2%+31.4pp |
| Annual return | 20.62% | 19.95%+0.7pp | 28.81%-8.2pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $4,061 | $4,537-10.5% | $6,427-36.8% | $2,623+54.8% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,901-100.0% | $1,942-100.0% |