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 4-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 | $29,477 | $46,292-36.3% | $143,757-79.5% | $64,808-54.5% |
| Participation rate | 29.7% | 64.2%-34.5pp | 80.3%-50.6pp | 71.5%-41.8pp |
| Annual return | -19.09% | -10.05%-9.0pp | -0.04%-19.0pp | 32.82%-51.9pp |
| Employer contribution / active EE | $1,051 | $1,910-45.0% | $4,951-78.8% | $2,506-58.1% |
| Participant deferral / active EE | $2,340 | $2,646-11.5% | $5,637-58.5% | $4,310-45.7% |
| Admin fee / account holder | $1 | $154-99.2% | $14,673-100.0% | $188-99.4% |