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 9-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 | $32,395 | $51,197-36.7% | $82,719-60.8% | $66,914-51.6% |
| Participation rate | 68.5% | 67.8%+0.7pp | 72.6%-4.1pp | 69.8%-1.3pp |
| Annual return | -18.52% | -9.64%-8.9pp | 701.18%-719.7pp | 1.58%-20.1pp |
| Employer contribution / active EE | $2,102 | $2,611-19.5% | $3,009-30.1% | $2,544-17.4% |
| Participant deferral / active EE | $3,330 | $3,458-3.7% | $4,395-24.2% | $4,237-21.4% |
| Admin fee / account holder | $4 | $416-99.0% | $5,329-99.9% | $593-99.3% |