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 | $25,111 | $65,061-61.4% | $143,757-82.5% | $66,914-62.5% |
| Participation rate | 62.3% | 65.2%-2.9pp | 80.3%-18.0pp | 69.8%-7.5pp |
| Annual return | -19.29% | -11.14%-8.2pp | -0.04%-19.3pp | 1.58%-20.9pp |
| Employer contribution / active EE | $487 | $2,361-79.4% | $4,951-90.2% | $2,544-80.9% |
| Participant deferral / active EE | $1,490 | $2,919-49.0% | $5,637-73.6% | $4,237-64.8% |
| Admin fee / account holder | $6 | $502-98.9% | $14,673-100.0% | $593-99.0% |