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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $48,698-100.0% | $93,606-100.0% | $199,593-100.0% |
| Participation rate | 0.0% | 63.5%-63.5pp | 68.7%-68.7pp | 72.0%-72.0pp |
| Annual return | -10.10% | 15.34%-25.4pp | 133.20%-143.3pp | 34.25%-44.4pp |
| Employer contribution / active EE | $5,903 | $1,135+420.1% | $2,420+144.0% | $3,034+94.6% |
| Participant deferral / active EE | $0 | $2,817-100.0% | $4,411-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,285-100.0% | $269-100.0% |