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 | $23,155 | $46,360-50.1% | $147,614-84.3% | $52,331-55.8% |
| Participation rate | 34.2% | 64.9%-30.7pp | 84.6%-50.4pp | 68.1%-33.9pp |
| Annual return | -4.07% | 1.62%-5.7pp | 61.98%-66.0pp | 4.54%-8.6pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $779 | $2,258-65.5% | $4,895-84.1% | $3,022-74.2% |
| Admin fee / account holder | $0 | $766-100.0% | $11,611-100.0% | $592-100.0% |