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 | $64,676 | $104,317-38.0% | $159,436-59.4% | $86,799-25.5% |
| Participation rate | 66.0% | 77.7%-11.7pp | 82.8%-16.8pp | 72.3%-6.2pp |
| Annual return | 8.38% | 26.32%-17.9pp | 263.57%-255.2pp | 97.91%-89.5pp |
| Employer contribution / active EE | $1,999 | $3,451-42.1% | $4,829-58.6% | $2,405-16.9% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |