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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,756 | $65,435+17.3% | $86,677-11.4% | $66,914+14.7% |
| Participation rate | 33.2% | 75.5%-42.3pp | 76.6%-43.4pp | 69.8%-36.6pp |
| Annual return | -18.10% | -10.89%-7.2pp | 35.91%-54.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $759 | $2,153-64.7% | $2,836-73.2% | $2,544-70.2% |
| Participant deferral / active EE | $1,510 | $4,100-63.2% | $4,656-67.6% | $4,237-64.4% |
| Admin fee / account holder | $25 | $642-96.2% | $7,493-99.7% | $593-95.8% |