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 7-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,147 | $50,458+19.2% | $159,960-62.4% | $64,808-7.2% |
| Participation rate | 56.1% | 68.0%-11.9pp | 78.0%-21.9pp | 71.5%-15.4pp |
| Annual return | -19.53% | -13.42%-6.1pp | 408.60%-428.1pp | 32.82%-52.3pp |
| Employer contribution / active EE | $2,267 | $1,722+31.6% | $4,226-46.4% | $2,506-9.5% |
| Participant deferral / active EE | $4,452 | $4,004+11.2% | $6,182-28.0% | $4,310+3.3% |
| Admin fee / account holder | $156 | $706-77.9% | $8,698-98.2% | $188-16.9% |