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 | $71,909 | $50,898+41.3% | $171,082-58.0% | $55,167+30.3% |
| Participation rate | 62.6% | 63.3%-0.7pp | 76.7%-14.1pp | 69.0%-6.4pp |
| Annual return | 2.77% | 15.34%-12.6pp | 32.56%-29.8pp | 169.23%-166.5pp |
| Employer contribution / active EE | $1,017 | $1,433-29.1% | $4,002-74.6% | $1,963-48.2% |
| Participant deferral / active EE | $1,708 | $2,994-43.0% | $4,797-64.4% | $3,054-44.1% |
| Admin fee / account holder | $0 | $500-100.0% | $8,520-100.0% | $504-100.0% |