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 | $36,940 | $61,272-39.7% | $149,673-75.3% | $71,457-48.3% |
| Participation rate | 47.6% | 62.5%-14.9pp | 78.8%-31.1pp | 67.9%-20.3pp |
| Annual return | 2.97% | 35.85%-32.9pp | 134.42%-131.4pp | 28.85%-25.9pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,428 | $2,917-51.1% | $5,680-74.9% | $4,289-66.7% |
| Admin fee / account holder | $58 | $1,261-95.4% | $13,210-99.6% | $1,587-96.3% |