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 | $10,219 | $63,442-83.9% | $68,791-85.1% | $66,914-84.7% |
| Participation rate | 98.4% | 60.0%+38.4pp | 69.0%+29.3pp | 69.8%+28.6pp |
| Annual return | -7.89% | -8.29%+0.4pp | -6.38%-1.5pp | 1.58%-9.5pp |
| Employer contribution / active EE | $993 | $1,775-44.1% | $2,655-62.6% | $2,544-61.0% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $577-100.0% | $4,932-100.0% | $593-100.0% |