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 | $94,509 | $87,870+7.6% | $113,168-16.5% | $74,304+27.2% |
| Participation rate | 58.8% | 70.7%-11.9pp | 76.6%-17.7pp | 60.3%-1.5pp |
| Annual return | 11.90% | 26.44%-14.5pp | 24.27%-12.4pp | 29.43%-17.5pp |
| Employer contribution / active EE | $801 | $2,277-64.8% | $2,975-73.1% | $2,241-64.2% |
| Participant deferral / active EE | $3,951 | $4,241-6.8% | $5,107-22.6% | $3,767+4.9% |
| Admin fee / account holder | $58 | $3,368-98.3% | $12,068-99.5% | $2,969-98.0% |