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 | $74,660 | $56,317+32.6% | $71,209+4.8% | $74,304+0.5% |
| Participation rate | 60.3% | 55.1%+5.2pp | 73.8%-13.4pp | 60.3%0pp |
| Annual return | 3.83% | 42.83%-39.0pp | 282.51%-278.7pp | 29.43%-25.6pp |
| Employer contribution / active EE | $876 | $2,160-59.4% | $2,721-67.8% | $2,241-60.9% |
| Participant deferral / active EE | $4,053 | $2,788+45.4% | $4,175-2.9% | $3,767+7.6% |
| Admin fee / account holder | $238 | $2,290-89.6% | $5,349-95.5% | $2,969-92.0% |