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 | $169,961 | $93,571+81.6% | $135,903+25.1% | $75,163+126.1% |
| Participation rate | 57.1% | 75.2%-18.0pp | 81.9%-24.8pp | 67.2%-10.0pp |
| Annual return | 15.14% | 30.90%-15.8pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,997 | $3,537-43.5% | $4,856-58.9% | $2,670-25.2% |
| Participant deferral / active EE | $9,206 | $6,404+43.8% | $7,758+18.7% | $4,125+123.2% |
| Admin fee / account holder | $34 | $6,975-99.5% | $10,762-99.7% | $5,651-99.4% |