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 | $3,535 | $29,660-88.1% | $56,411-93.7% | $80,856-95.6% |
| Participation rate | 47.1% | 41.6%+5.5pp | 52.5%-5.3pp | 67.6%-20.5pp |
| Annual return | 4.40% | 35.23%-30.8pp | 1701.33%-1696.9pp | 35.59%-31.2pp |
| Employer contribution / active EE | $288 | $669-57.0% | $1,039-72.3% | $2,755-89.6% |
| Participant deferral / active EE | $727 | $1,226-40.7% | $1,952-62.8% | $4,296-83.1% |
| Admin fee / account holder | $62 | $2,428-97.4% | $2,829-97.8% | $6,918-99.1% |