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 | $40,436 | $65,061-37.8% | $143,757-71.9% | $66,914-39.6% |
| Participation rate | 59.4% | 65.2%-5.8pp | 80.3%-20.9pp | 69.8%-10.4pp |
| Annual return | -18.05% | -11.14%-6.9pp | -0.04%-18.0pp | 1.58%-19.6pp |
| Employer contribution / active EE | $975 | $2,361-58.7% | $4,951-80.3% | $2,544-61.7% |
| Participant deferral / active EE | $1,747 | $2,919-40.1% | $5,637-69.0% | $4,237-58.8% |
| Admin fee / account holder | $15 | $502-97.0% | $14,673-99.9% | $593-97.5% |