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 | $63,195 | $49,915+26.6% | $154,803-59.2% | $74,304-15.0% |
| Participation rate | 47.8% | 54.0%-6.2pp | 78.1%-30.3pp | 60.3%-12.6pp |
| Annual return | 9.26% | 34.06%-24.8pp | 58.88%-49.6pp | 29.43%-20.2pp |
| Employer contribution / active EE | $1,663 | $1,611+3.2% | $4,305-61.4% | $2,241-25.8% |
| Participant deferral / active EE | $3,016 | $2,255+33.8% | $5,540-45.6% | $3,767-19.9% |
| Admin fee / account holder | $7 | $2,189-99.7% | $14,329-100.0% | $2,969-99.8% |