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 7-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 | $28,485 | $73,004-61.0% | $90,749-68.6% | $68,494-58.4% |
| Participation rate | 47.4% | 70.8%-23.5pp | 75.7%-28.3pp | 67.9%-20.5pp |
| Annual return | -22.10% | -13.81%-8.3pp | -12.16%-9.9pp | -7.84%-14.3pp |
| Employer contribution / active EE | $1,430 | $2,193-34.8% | $2,921-51.1% | $2,596-44.9% |
| Participant deferral / active EE | $2,573 | $3,627-29.1% | $4,564-43.6% | $4,027-36.1% |
| Admin fee / account holder | $14 | $5,896-99.8% | $8,445-99.8% | $5,403-99.7% |