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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,474 | $62,928-34.1% | $172,739-76.0% | $67,579-38.6% |
| Participation rate | 14.2% | 64.5%-50.3pp | 82.6%-68.4pp | 71.3%-57.1pp |
| Annual return | 9.67% | 30.36%-20.7pp | 802.84%-793.2pp | 378.56%-368.9pp |
| Employer contribution / active EE | $300 | $1,636-81.7% | $5,143-94.2% | $2,148-86.0% |
| Participant deferral / active EE | $635 | $2,145-70.4% | $5,198-87.8% | $3,539-82.1% |
| Admin fee / account holder | $14 | $167-91.7% | $13,954-99.9% | $142-90.3% |