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 | $26,076 | $61,156-57.4% | $185,823-86.0% | $79,386-67.2% |
| Participation rate | 53.2% | 66.6%-13.4pp | 81.7%-28.5pp | 70.7%-17.5pp |
| Annual return | 10.87% | 19.45%-8.6pp | 122.05%-111.2pp | 116.85%-106.0pp |
| Employer contribution / active EE | $418 | $2,321-82.0% | $5,167-91.9% | $2,427-82.8% |
| Participant deferral / active EE | $1,094 | $2,789-60.8% | $5,568-80.3% | $4,046-72.9% |
| Admin fee / account holder | $10 | $710-98.6% | $16,237-99.9% | $626-98.4% |