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.
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 | $139,636 | $107,459+29.9% | $135,903+2.7% | $80,160+74.2% |
| Participation rate | 48.5% | 78.0%-29.6pp | 81.9%-33.4pp | 72.9%-24.5pp |
| Annual return | 6.03% | 91.91%-85.9pp | 68.23%-62.2pp | 40.38%-34.3pp |
| Employer contribution / active EE | $3,157 | $3,877-18.6% | $4,856-35.0% | $2,978+6.0% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $10,762-100.0% | $145-100.0% |