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 | $166,659 | $89,652+85.9% | $141,162+18.1% | $65,185+155.7% |
| Participation rate | 56.9% | 74.7%-17.8pp | 82.5%-25.6pp | 70.2%-13.3pp |
| Annual return | 14.27% | 32.79%-18.5pp | 71.39%-57.1pp | 29.38%-15.1pp |
| Employer contribution / active EE | $2,026 | $3,065-33.9% | $4,735-57.2% | $2,177-6.9% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |