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.
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 | $34,627 | $64,119-46.0% | $112,228-69.1% | $66,914-48.3% |
| Participation rate | 64.8% | 68.5%-3.7pp | 75.1%-10.3pp | 69.8%-5.0pp |
| Annual return | -15.89% | -13.81%-2.1pp | 27.45%-43.3pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,973 | $3,005-34.3% | $3,635-45.7% | $2,544-22.4% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $7 | $625-98.9% | $6,410-99.9% | $593-98.9% |