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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,463 | $52,953-4.7% | $172,739-70.8% | $65,185-22.6% |
| Participation rate | 68.0% | 66.2%+1.9pp | 82.6%-14.6pp | 70.2%-2.1pp |
| Annual return | 7.80% | 30.12%-22.3pp | 802.84%-795.0pp | 29.38%-21.6pp |
| Employer contribution / active EE | $2,422 | $2,190+10.6% | $5,143-52.9% | $2,177+11.3% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |