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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,925 | $82,202-52.6% | $125,339-68.9% | $64,808-39.9% |
| Participation rate | 20.8% | 77.9%-57.1pp | 82.4%-61.6pp | 71.5%-50.7pp |
| Annual return | -15.66% | 3.48%-19.1pp | 572.05%-587.7pp | 32.82%-48.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $4,814-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $658 | $7,175-90.8% | $7,446-91.2% | $4,310-84.7% |
| Admin fee / account holder | $67 | $163-59.0% | $10,010-99.3% | $188-64.4% |