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 | $63,085 | $76,050-17.0% | $96,544-34.7% | $71,457-11.7% |
| Participation rate | 69.3% | 74.4%-5.1pp | 76.0%-6.7pp | 67.9%+1.3pp |
| Annual return | 12.09% | 22.81%-10.7pp | 25.84%-13.7pp | 28.85%-16.8pp |
| Employer contribution / active EE | $1,926 | $2,244-14.2% | $2,965-35.0% | $2,588-25.6% |
| Participant deferral / active EE | $3,362 | $4,215-20.2% | $4,851-30.7% | $4,289-21.6% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |