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 7-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 | $16,986 | $22,291-23.8% | $69,182-75.4% | $63,975-73.4% |
| Participation rate | 41.2% | 35.3%+5.9pp | 55.1%-13.9pp | 71.1%-29.9pp |
| Annual return | -6.90% | 9.30%-16.2pp | -21.93%+15.0pp | 48.65%-55.5pp |
| Employer contribution / active EE | $367 | $325+12.9% | $1,206-69.5% | $2,182-83.2% |
| Participant deferral / active EE | $0 | $808-100.0% | $1,897-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $73-100.0% | $2,697-100.0% | $70-100.0% |