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 | $14,174 | $26,549-46.6% | $61,373-76.9% | $66,914-78.8% |
| Participation rate | 19.2% | 38.1%-18.9pp | 52.6%-33.3pp | 69.8%-50.6pp |
| Annual return | -47.69% | -16.21%-31.5pp | 338.61%-386.3pp | 1.58%-49.3pp |
| Employer contribution / active EE | $153 | $651-76.6% | $1,159-86.8% | $2,544-94.0% |
| Participant deferral / active EE | $513 | $1,338-61.7% | $2,125-75.9% | $4,237-87.9% |
| Admin fee / account holder | $121 | $409-70.4% | $2,130-94.3% | $593-79.6% |