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 4-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 | $135,456 | $88,324+53.4% | $115,037+17.8% | $55,191+145.4% |
| Participation rate | 13.8% | 72.5%-58.7pp | 81.4%-67.5pp | 69.2%-55.3pp |
| Annual return | -1.93% | 6.30%-8.2pp | 26.14%-28.1pp | 10.78%-12.7pp |
| Employer contribution / active EE | $7,425 | $2,805+164.7% | $4,608+61.1% | $1,899+291.0% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $161 | $105+53.0% | $8,175-98.0% | $91+77.6% |