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 | $30,616 | $61,272-50.0% | $149,673-79.5% | $71,457-57.2% |
| Participation rate | 65.2% | 62.5%+2.7pp | 78.8%-13.6pp | 67.9%-2.7pp |
| Annual return | 8.12% | 35.85%-27.7pp | 134.42%-126.3pp | 28.85%-20.7pp |
| Employer contribution / active EE | $1,115 | $2,378-53.1% | $4,818-76.8% | $2,588-56.9% |
| Participant deferral / active EE | $1,220 | $2,917-58.2% | $5,680-78.5% | $4,289-71.5% |
| Admin fee / account holder | $37 | $1,261-97.0% | $13,210-99.7% | $1,587-97.6% |