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.
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 | $48,877 | $55,416-11.8% | $75,972-35.7% | $77,643-37.0% |
| Participation rate | 46.8% | 63.6%-16.8pp | 69.1%-22.3pp | 70.6%-23.8pp |
| Annual return | 18.08% | 17.07%+1.0pp | 359.55%-341.5pp | 31.24%-13.2pp |
| Employer contribution / active EE | $1,332 | $1,788-25.5% | $2,685-50.4% | $2,726-51.1% |
| Participant deferral / active EE | $2,575 | $3,447-25.3% | $4,255-39.5% | $4,647-44.6% |
| Admin fee / account holder | $240 | $414-42.0% | $6,467-96.3% | $430-44.3% |