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 | $30,932 | $46,100-32.9% | $86,590-64.3% | $69,631-55.6% |
| Participation rate | 33.7% | 67.2%-33.5pp | 73.5%-39.8pp | 70.7%-37.0pp |
| Annual return | 10.95% | 21.02%-10.1pp | 964.84%-953.9pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $524 | $1,850-71.6% | $2,839-81.5% | $2,032-74.2% |
| Participant deferral / active EE | $1,174 | $2,432-51.7% | $3,609-67.5% | $3,224-63.6% |
| Admin fee / account holder | $20 | $94-78.8% | $4,906-99.6% | $110-81.9% |