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.
See 1 actuary disclosure. $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 | $0 | $0 | $417,381-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.2%-28.2pp | 0.0%0pp |
| Annual return | -1.56% | 8.76%-10.3pp | 5.83%-7.4pp | 8.76%-10.3pp |
| Employer contribution / active EE | $9,000 | $16,627-45.9% | $38,352-76.5% | $16,627-45.9% |
| Participant deferral / active EE | $0 | $888-100.0% | $165-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $6,587-100.0% | - |