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 | $112,878 | $96,458+17.0% | $136,294-17.2% | $77,958+44.8% |
| Participation rate | 57.7% | 75.4%-17.7pp | 81.9%-24.2pp | 71.6%-14.0pp |
| Annual return | 10.22% | 23.78%-13.6pp | 5155.94%-5145.7pp | 20.87%-10.7pp |
| Employer contribution / active EE | $3,599 | $3,144+14.5% | $4,695-23.4% | $2,310+55.8% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $80-100.0% | $9,243-100.0% | $97-100.0% |