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 5-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.
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 | $30,737 | $63,905-51.9% | $74,183-58.6% | $57,658-46.7% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.6%-76.6pp | 70.2%-70.2pp |
| Annual return | 46.64% | 60.60%-14.0pp | 17.74%+28.9pp | 5.13%+41.5pp |
| Employer contribution / active EE | $527 | $1,840-71.3% | $2,370-77.7% | $1,974-73.3% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $3,550-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,586-100.0% | $95-100.0% |