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 | $40,397 | $47,898-15.7% | $117,472-65.6% | $64,808-37.7% |
| Participation rate | 45.6% | 61.9%-16.3pp | 70.6%-25.0pp | 71.5%-25.9pp |
| Annual return | -18.63% | -15.54%-3.1pp | 29.74%-48.4pp | 32.82%-51.4pp |
| Employer contribution / active EE | $1,267 | $1,774-28.6% | $4,176-69.7% | $2,506-49.4% |
| Participant deferral / active EE | $5,069 | $3,151+60.9% | $4,070+24.5% | $4,310+17.6% |
| Admin fee / account holder | $15 | $132-88.9% | $5,645-99.7% | $188-92.2% |