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 | $30,554 | $63,442-51.8% | $68,791-55.6% | $66,914-54.3% |
| Participation rate | 67.5% | 60.0%+7.5pp | 69.0%-1.5pp | 69.8%-2.3pp |
| Annual return | -18.94% | -8.29%-10.7pp | -6.38%-12.6pp | 1.58%-20.5pp |
| Employer contribution / active EE | $898 | $1,775-49.4% | $2,655-66.2% | $2,544-64.7% |
| Participant deferral / active EE | $2,209 | $2,945-25.0% | $3,941-44.0% | $4,237-47.9% |
| Admin fee / account holder | $45 | $577-92.3% | $4,932-99.1% | $593-92.5% |