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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,827 | $49,451-1.3% | $79,550-38.6% | $66,914-27.0% |
| Participation rate | 55.7% | 61.3%-5.7pp | 69.5%-13.8pp | 69.8%-14.2pp |
| Annual return | -18.91% | 84.25%-103.2pp | 0.16%-19.1pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,355 | $1,266+7.1% | $2,413-43.9% | $2,544-46.7% |
| Participant deferral / active EE | $3,232 | $3,159+2.3% | $3,985-18.9% | $4,237-23.7% |
| Admin fee / account holder | $288 | $595-51.6% | $6,832-95.8% | $593-51.5% |