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.
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 | $91,407-100.0% | $135,903-100.0% | $71,457-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 81.9%-81.9pp | 67.9%-67.9pp |
| Annual return | -5.83% | 29.90%-35.7pp | 68.23%-74.1pp | 28.85%-34.7pp |
| Employer contribution / active EE | $2,128 | $3,703-42.5% | $4,856-56.2% | $2,588-17.8% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |