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 | $53,152 | $65,435-18.8% | $86,677-38.7% | $66,914-20.6% |
| Participation rate | 65.5% | 75.5%-9.9pp | 76.6%-11.1pp | 69.8%-4.3pp |
| Annual return | -21.97% | -10.89%-11.1pp | 35.91%-57.9pp | 1.58%-23.6pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,148 | $4,100+1.2% | $4,656-10.9% | $4,237-2.1% |
| Admin fee / account holder | $264 | $642-58.8% | $7,493-96.5% | $593-55.4% |