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.
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 | $42,321 | $74,552-43.2% | $62,995-32.8% | $69,631-39.2% |
| Participation rate | 63.2% | 78.3%-15.1pp | 74.8%-11.6pp | 70.7%-7.5pp |
| Annual return | 10.88% | 15.77%-4.9pp | 87.57%-76.7pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $1,209 | $2,929-58.7% | $2,759-56.2% | $2,032-40.5% |
| Participant deferral / active EE | $3,432 | $2,974+15.4% | $3,329+3.1% | $3,224+6.5% |
| Admin fee / account holder | $8 | $59-86.1% | $3,600-99.8% | $110-92.5% |