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 | $122,438 | $101,523+20.6% | $141,162-13.3% | $77,787+57.4% |
| Participation rate | 59.0% | 77.4%-18.4pp | 82.5%-23.5pp | 73.2%-14.3pp |
| Annual return | 11.68% | 56.22%-44.5pp | 71.39%-59.7pp | 32.57%-20.9pp |
| Employer contribution / active EE | $3,870 | $3,341+15.8% | $4,735-18.3% | $2,504+54.5% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $92-100.0% | $10,261-100.0% | $100-100.0% |