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 | $20,495 | $65,061-68.5% | $143,757-85.7% | $66,914-69.4% |
| Participation rate | 50.7% | 65.2%-14.5pp | 80.3%-29.6pp | 69.8%-19.1pp |
| Annual return | -18.06% | -11.14%-6.9pp | -0.04%-18.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,313 | $2,361-44.4% | $4,951-73.5% | $2,544-48.4% |
| Participant deferral / active EE | $3,127 | $2,919+7.1% | $5,637-44.5% | $4,237-26.2% |
| Admin fee / account holder | $135 | $502-73.2% | $14,673-99.1% | $593-77.3% |