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 9-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 | $35,985 | $46,173-22.1% | $170,442-78.9% | $69,631-48.3% |
| Participation rate | 14.5% | 63.9%-49.4pp | 83.6%-69.1pp | 70.7%-56.2pp |
| Annual return | 6.17% | 21.62%-15.4pp | 205.93%-199.8pp | 27571.02%-27564.9pp |
| Employer contribution / active EE | $280 | $1,610-82.6% | $5,433-94.8% | $2,032-86.2% |
| Participant deferral / active EE | $745 | $2,080-64.2% | $4,939-84.9% | $3,224-76.9% |
| Admin fee / account holder | $9 | $116-92.4% | $13,880-99.9% | $110-92.1% |