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.
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 | $29,019 | $58,879-50.7% | $178,490-83.7% | $73,488-60.5% |
| Participation rate | 58.2% | 66.2%-8.0pp | 81.9%-23.7pp | 70.7%-12.5pp |
| Annual return | 21.12% | 24.86%-3.7pp | 151.07%-130.0pp | 28.51%-7.4pp |
| Employer contribution / active EE | $507 | $2,236-77.3% | $5,011-89.9% | $2,270-77.7% |
| Participant deferral / active EE | $1,247 | $2,567-51.4% | $5,202-76.0% | $3,740-66.7% |
| Admin fee / account holder | $12 | $400-97.0% | $13,984-99.9% | $513-97.6% |