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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,098 | $49,280+28.0% | $67,313-6.3% | $64,186-1.7% |
| Participation rate | 0.0% | 60.8%-60.8pp | 69.1%-69.1pp | 69.6%-69.6pp |
| Annual return | -54.06% | -1.39%-52.7pp | -4.08%-50.0pp | 7.63%-61.7pp |
| Employer contribution / active EE | $35,940 | $1,668+2054.1% | $2,566+1300.8% | $2,381+1409.6% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,888-100.0% |