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 | $101,322 | $79,171+28.0% | $102,423-1.1% | $74,495+36.0% |
| Participation rate | 64.1% | 74.8%-10.7pp | 76.5%-12.4pp | 67.2%-3.1pp |
| Annual return | -0.70% | 54.93%-55.6pp | 29.32%-30.0pp | 1364.94%-1365.6pp |
| Employer contribution / active EE | $2,825 | $2,362+19.6% | $3,023-6.5% | $2,623+7.7% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |