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 | $218,631 | $104,317+109.6% | $159,436+37.1% | $86,799+151.9% |
| Participation rate | 51.4% | 77.7%-26.3pp | 82.8%-31.5pp | 72.3%-20.9pp |
| Annual return | 13.42% | 26.32%-12.9pp | 263.57%-250.2pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,721 | $3,451-50.1% | $4,829-64.4% | $2,405-28.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |