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 | $168,185 | $96,458+74.4% | $136,294+23.4% | $77,958+115.7% |
| Participation rate | 19.3% | 75.4%-56.1pp | 81.9%-62.6pp | 71.6%-52.4pp |
| Annual return | 14.62% | 23.78%-9.2pp | 5155.94%-5141.3pp | 20.87%-6.2pp |
| Employer contribution / active EE | $7,902 | $3,144+151.3% | $4,695+68.3% | $2,310+242.0% |
| Participant deferral / active EE | $0 | $5,902-100.0% | $6,247-100.0% | $3,537-100.0% |
| Admin fee / account holder | $5 | $80-93.8% | $9,243-99.9% | $97-94.9% |