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 | $70,548 | $47,456+48.7% | $209,012-66.2% | $47,456+48.7% |
| Participation rate | 50.1% | 57.6%-7.4pp | 77.5%-27.4pp | 57.6%-7.4pp |
| Annual return | 14.84% | 16.65%-1.8pp | 0.31%+14.5pp | 16.65%-1.8pp |
| Employer contribution / active EE | $1,095 | $1,013+8.1% | $5,342-79.5% | $1,013+8.1% |
| Participant deferral / active EE | $1,986 | $1,490+33.3% | $4,752-58.2% | $1,490+33.3% |
| Admin fee / account holder | $0 | $22-100.0% | $31,136-100.0% | $22-100.0% |