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.
Employer contribution per participant 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 | $28,051 | $62,586-55.2% | $76,768-63.5% | $64,186-56.3% |
| Participation rate | 64.4% | 72.8%-8.4pp | 77.0%-12.6pp | 69.6%-5.2pp |
| Annual return | -5.32% | -1.95%-3.4pp | 2.43%-7.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $316 | $1,832-82.7% | $2,485-87.3% | $2,381-86.7% |
| Participant deferral / active EE | $1,636 | $3,145-48.0% | $3,852-57.5% | $3,470-52.9% |
| Admin fee / account holder | $171 | $4,667-96.3% | $6,675-97.4% | $4,888-96.5% |