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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,412 | $52,953-74.7% | $172,739-92.2% | $65,185-79.4% |
| Participation rate | 68.4% | 66.2%+2.3pp | 82.6%-14.2pp | 70.2%-1.8pp |
| Annual return | -9.73% | 30.12%-39.9pp | 802.84%-812.6pp | 29.38%-39.1pp |
| Employer contribution / active EE | $2,421 | $2,190+10.6% | $5,143-52.9% | $2,177+11.2% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |