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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,186 | $45,000-61.8% | $143,757-88.0% | $77,904-77.9% |
| Participation rate | 12.9% | 66.8%-53.9pp | 80.3%-67.4pp | 73.7%-60.8pp |
| Annual return | -14.90% | 29.03%-43.9pp | -0.04%-14.9pp | 12.21%-27.1pp |
| Employer contribution / active EE | $230 | $1,870-87.7% | $4,951-95.4% | $2,848-91.9% |
| Participant deferral / active EE | $370 | $3,157-88.3% | $5,637-93.4% | $4,806-92.3% |
| Admin fee / account holder | $59 | $98-39.6% | $14,673-99.6% | $133-55.2% |