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 | $34,129 | $65,061-47.5% | $143,757-76.3% | $66,914-49.0% |
| Participation rate | 23.5% | 65.2%-41.7pp | 80.3%-56.8pp | 69.8%-46.3pp |
| Annual return | -22.14% | -11.14%-11.0pp | -0.04%-22.1pp | 1.58%-23.7pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,062 | $2,919-63.6% | $5,637-81.2% | $4,237-74.9% |
| Admin fee / account holder | $140 | $502-72.1% | $14,673-99.0% | $593-76.4% |