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 | $199,872 | $95,274+109.8% | $135,903+47.1% | $74,419+168.6% |
| Participation rate | 49.7% | 78.2%-28.5pp | 81.9%-32.2pp | 70.7%-21.0pp |
| Annual return | -0.21% | 32.77%-33.0pp | 68.23%-68.4pp | 34.38%-34.6pp |
| Employer contribution / active EE | $1,402 | $3,874-63.8% | $4,856-71.1% | $2,637-46.8% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |