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.
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 | $99,642 | $79,694+25.0% | $96,139+3.6% | $79,386+25.5% |
| Participation rate | 63.1% | 54.0%+9.1pp | 68.4%-5.3pp | 70.7%-7.6pp |
| Annual return | 11.34% | 40.84%-29.5pp | 191.94%-180.6pp | 116.85%-105.5pp |
| Employer contribution / active EE | $1,552 | $1,443+7.5% | $2,797-44.5% | $2,427-36.1% |
| Participant deferral / active EE | $3,893 | $2,539+53.3% | $4,349-10.5% | $4,046-3.8% |
| Admin fee / account holder | $9 | $630-98.5% | $5,537-99.8% | $626-98.5% |