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 | $33,232-100.0% | $71,796-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 60.1%-60.1pp | 69.1%-69.1pp | 71.1%-71.1pp |
| Annual return | -5.01% | 11.99%-17.0pp | 78.04%-83.0pp | 48.65%-53.7pp |
| Employer contribution / active EE | $1,684 | $723+132.9% | $1,924-12.5% | $2,182-22.8% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $4,815-100.0% | $70-100.0% |