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.
Participant contribution per participant 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 | $85,283 | $84,487+0.9% | $125,339-32.0% | $66,914+27.5% |
| Participation rate | 60.7% | 76.4%-15.7pp | 82.4%-21.7pp | 69.8%-9.1pp |
| Annual return | -17.55% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,245 | $3,553-65.0% | $4,814-74.1% | $2,544-51.1% |
| Participant deferral / active EE | $1,856 | $6,781-72.6% | $7,446-75.1% | $4,237-56.2% |
| Admin fee / account holder | $140 | $685-79.6% | $10,010-98.6% | $593-76.4% |