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 | $37,636 | $67,606-44.3% | $82,313-54.3% | $70,131-46.3% |
| Participation rate | 57.8% | 72.8%-15.0pp | 76.9%-19.1pp | 69.5%-11.8pp |
| Annual return | -55.69% | 21.57%-77.3pp | 25.88%-81.6pp | 73.14%-128.8pp |
| Employer contribution / active EE | $1,954 | $1,755+11.3% | $2,428-19.5% | $2,342-16.6% |
| Participant deferral / active EE | $5,422 | $2,987+81.5% | $3,706+46.3% | $3,332+62.7% |
| Admin fee / account holder | $48 | $4,512-98.9% | $5,608-99.1% | $4,645-99.0% |