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 | $232,888 | $100,801+131.0% | $149,696+55.6% | $73,409+217.2% |
| Participation rate | 28.8% | 77.7%-48.9pp | 82.5%-53.7pp | 72.2%-43.4pp |
| Annual return | 6.57% | 265.34%-258.8pp | 276.60%-270.0pp | 59.29%-52.7pp |
| Employer contribution / active EE | $1,503 | $3,312-54.6% | $4,644-67.6% | $2,234-32.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |