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 8-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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,616 | $95,416-57.4% | $185,823-78.1% | $85,850-52.7% |
| Participation rate | 31.1% | 68.8%-37.7pp | 81.7%-50.6pp | 69.3%-38.2pp |
| Annual return | 10.09% | 23.59%-13.5pp | 122.05%-112.0pp | 318.53%-308.4pp |
| Employer contribution / active EE | $572 | $3,314-82.7% | $5,167-88.9% | $2,565-77.7% |
| Participant deferral / active EE | $1,833 | $3,423-46.5% | $5,568-67.1% | $3,952-53.6% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |