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 | $38,968 | $45,863-15.0% | $77,024-49.4% | $68,494-43.1% |
| Participation rate | 36.8% | 55.9%-19.1pp | 67.9%-31.1pp | 67.9%-31.0pp |
| Annual return | -22.70% | 1.72%-24.4pp | 42.32%-65.0pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,033 | $1,650-37.4% | $2,812-63.3% | $2,596-60.2% |
| Participant deferral / active EE | $1,636 | $2,962-44.8% | $4,426-63.0% | $4,027-59.4% |
| Admin fee / account holder | $16 | $3,041-99.5% | $5,425-99.7% | $5,403-99.7% |