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 | $25,154 | $52,122-51.7% | $104,294-75.9% | $64,808-61.2% |
| Participation rate | 23.4% | 56.0%-32.6pp | 73.3%-49.8pp | 71.5%-48.0pp |
| Annual return | -18.46% | 13.26%-31.7pp | 24.61%-43.1pp | 32.82%-51.3pp |
| Employer contribution / active EE | $583 | $1,627-64.2% | $3,372-82.7% | $2,506-76.7% |
| Participant deferral / active EE | $1,378 | $2,823-51.2% | $4,625-70.2% | $4,310-68.0% |
| Admin fee / account holder | $36 | $155-76.6% | $7,339-99.5% | $188-80.7% |