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 | $52,394 | $43,504+20.4% | $68,793-23.8% | $56,287-6.9% |
| Participation rate | 34.2% | 67.8%-33.6pp | 72.2%-38.0pp | 69.9%-35.6pp |
| Annual return | -1.46% | -3.15%+1.7pp | -4.63%+3.2pp | -9.96%+8.5pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,712 | $2,509+8.1% | $3,311-18.1% | $3,350-19.0% |
| Admin fee / account holder | $13 | $515-97.5% | $5,131-99.8% | $521-97.6% |