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 | $41,832 | $61,156-31.6% | $185,823-77.5% | $79,386-47.3% |
| Participation rate | 34.2% | 66.6%-32.4pp | 81.7%-47.5pp | 70.7%-36.5pp |
| Annual return | 11.84% | 19.45%-7.6pp | 122.05%-110.2pp | 116.85%-105.0pp |
| Employer contribution / active EE | $1,126 | $2,321-51.5% | $5,167-78.2% | $2,427-53.6% |
| Participant deferral / active EE | $2,498 | $2,789-10.4% | $5,568-55.1% | $4,046-38.3% |
| Admin fee / account holder | $28 | $710-96.0% | $16,237-99.8% | $626-95.5% |