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 6-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 | $14,057 | $26,549-47.1% | $61,373-77.1% | $66,914-79.0% |
| Participation rate | 11.5% | 38.1%-26.6pp | 52.6%-41.1pp | 69.8%-58.3pp |
| Annual return | -21.32% | -16.21%-5.1pp | 338.61%-359.9pp | 1.58%-22.9pp |
| Employer contribution / active EE | $243 | $651-62.6% | $1,159-79.0% | $2,544-90.4% |
| Participant deferral / active EE | $659 | $1,338-50.8% | $2,125-69.0% | $4,237-84.5% |
| Admin fee / account holder | $294 | $409-28.1% | $2,130-86.2% | $593-50.5% |