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 3-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.
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 | $26,071 | $81,908-68.2% | $90,749-71.3% | $64,808-59.8% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | 0.00% | -12.53%+12.5pp | -12.16%+12.2pp | 32.82%-32.8pp |
| Employer contribution / active EE | $3,267 | $3,065+6.6% | $2,921+11.9% | $2,506+30.4% |
| Participant deferral / active EE | $2,616 | $4,840-46.0% | $4,564-42.7% | $4,310-39.3% |
| Admin fee / account holder | $0 | $157-100.0% | $8,445-100.0% | $188-100.0% |