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 | $93,502 | $62,603+49.4% | $104,294-10.3% | $66,914+39.7% |
| Participation rate | 50.6% | 59.6%-9.0pp | 73.3%-22.7pp | 69.8%-19.2pp |
| Annual return | -18.27% | -14.70%-3.6pp | 24.61%-42.9pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,813 | $1,972-8.0% | $3,372-46.2% | $2,544-28.7% |
| Participant deferral / active EE | $2,699 | $2,853-5.4% | $4,625-41.6% | $4,237-36.3% |
| Admin fee / account holder | $240 | $656-63.4% | $7,339-96.7% | $593-59.5% |