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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,785 | $86,655-42.5% | $119,609-58.4% | $66,914-25.6% |
| Participation rate | 68.7% | 75.6%-6.9pp | 79.3%-10.6pp | 69.8%-1.1pp |
| Annual return | -18.32% | -8.00%-10.3pp | -14.97%-3.4pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,084 | $2,536-57.3% | $4,232-74.4% | $2,544-57.4% |
| Participant deferral / active EE | $2,441 | $4,358-44.0% | $5,602-56.4% | $4,237-42.4% |
| Admin fee / account holder | $26 | $755-96.5% | $10,323-99.7% | $593-95.6% |