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 | $29,656 | $65,862-55.0% | $124,672-76.2% | $79,386-62.6% |
| Participation rate | 26.4% | 62.2%-35.8pp | 74.6%-48.2pp | 70.7%-44.3pp |
| Annual return | 9.87% | 19.02%-9.2pp | 5142.93%-5133.1pp | 116.85%-107.0pp |
| Employer contribution / active EE | $707 | $1,883-62.5% | $3,324-78.7% | $2,427-70.9% |
| Participant deferral / active EE | $1,597 | $2,772-42.4% | $4,614-65.4% | $4,046-60.5% |
| Admin fee / account holder | $10 | $673-98.5% | $7,493-99.9% | $626-98.4% |