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 9-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 | $29,386 | $69,763-57.9% | $67,502-56.5% | $74,495-60.6% |
| Participation rate | 64.8% | 71.4%-6.6pp | 72.9%-8.1pp | 67.2%-2.4pp |
| Annual return | 11.57% | -40.34%+51.9pp | 3512.12%-3500.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,349 | $2,704-50.1% | $2,731-50.6% | $2,623-48.6% |
| Participant deferral / active EE | $1,931 | $3,636-46.9% | $4,000-51.7% | $4,346-55.6% |
| Admin fee / account holder | $99 | $896-88.9% | $3,998-97.5% | $1,942-94.9% |