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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,480 | $34,677-6.3% | $77,024-57.8% | $64,808-49.9% |
| Participation rate | 18.3% | 49.8%-31.5pp | 67.9%-49.6pp | 71.5%-53.2pp |
| Annual return | -21.04% | -5.33%-15.7pp | 42.32%-63.4pp | 32.82%-53.9pp |
| Employer contribution / active EE | $696 | $1,370-49.2% | $2,812-75.3% | $2,506-72.2% |
| Participant deferral / active EE | $1,645 | $2,556-35.7% | $4,426-62.8% | $4,310-61.8% |
| Admin fee / account holder | $182 | $179+1.9% | $5,425-96.6% | $188-3.1% |