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 | $137,475 | $127,481+7.8% | $149,696-8.2% | $90,288+52.3% |
| Participation rate | 60.1% | 78.2%-18.1pp | 82.5%-22.4pp | 73.4%-13.2pp |
| Annual return | 11.00% | 57.78%-46.8pp | 276.60%-265.6pp | 53.97%-43.0pp |
| Employer contribution / active EE | $4,641 | $3,448+34.6% | $4,644-0.1% | $2,524+83.9% |
| Participant deferral / active EE | $0 | $6,975-100.0% | $6,842-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $152-100.0% | $9,309-100.0% | $114-100.0% |