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 | $0 | $0 | $204,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 87.2%-87.2pp | 0.0%0pp |
| Annual return | 0.00% | 2.54%-2.5pp | 1.17%-1.2pp | 2.54%-2.5pp |
| Employer contribution / active EE | $5,083 | $4,465+13.8% | $3,236+57.1% | $4,465+13.8% |
| Participant deferral / active EE | $0 | $0 | $9,535-100.0% | - |
| Admin fee / account holder | $0 | $0 | $4,140-100.0% | - |