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 | $46,206 | $57,458-19.6% | $95,745-51.7% | $96,393-52.1% |
| Participation rate | 51.6% | 47.9%+3.6pp | 72.3%-20.7pp | 71.3%-19.7pp |
| Annual return | -6.41% | 17.80%-24.2pp | 28.35%-34.8pp | 22.88%-29.3pp |
| Employer contribution / active EE | $937 | $1,155-18.9% | $2,835-66.9% | $3,238-71.1% |
| Participant deferral / active EE | $1,700 | $2,443-30.4% | $4,245-60.0% | $5,455-68.8% |
| Admin fee / account holder | $0 | $61-100.0% | $5,678-100.0% | $74-100.0% |