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 | $48,669-100.0% | $93,654-100.0% | $199,768-100.0% |
| Participation rate | 0.0% | 63.7%-63.7pp | 68.7%-68.7pp | 72.0%-72.0pp |
| Annual return | -10.10% | 15.38%-25.5pp | 133.34%-143.4pp | 34.26%-44.4pp |
| Employer contribution / active EE | $5,903 | $1,137+419.1% | $2,421+143.9% | $3,037+94.4% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $4,413-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,282-100.0% | $269-100.0% |