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.
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 | $76,264 | $76,050+0.3% | $96,544-21.0% | $71,457+6.7% |
| Participation rate | 31.0% | 74.4%-43.4pp | 76.0%-44.9pp | 67.9%-36.9pp |
| Annual return | 19.88% | 22.81%-2.9pp | 25.84%-6.0pp | 28.85%-9.0pp |
| Employer contribution / active EE | $816 | $2,244-63.6% | $2,965-72.5% | $2,588-68.5% |
| Participant deferral / active EE | $1,619 | $4,215-61.6% | $4,851-66.6% | $4,289-62.3% |
| Admin fee / account holder | $40 | $2,707-98.5% | $8,252-99.5% | $1,587-97.5% |