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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,444 | $39,859-31.1% | $78,689-65.1% | $57,658-52.4% |
| Participation rate | 36.5% | 66.1%-29.6pp | 73.6%-37.0pp | 70.2%-33.7pp |
| Annual return | 1.14% | 18.96%-17.8pp | 62.18%-61.0pp | 5.13%-4.0pp |
| Employer contribution / active EE | $512 | $1,786-71.3% | $2,851-82.0% | $1,974-74.0% |
| Participant deferral / active EE | $1,133 | $2,248-49.6% | $3,517-67.8% | $3,061-63.0% |
| Admin fee / account holder | $21 | $76-72.9% | $4,510-99.5% | $95-78.1% |