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 | $84,544 | $55,214+53.1% | $104,607-19.2% | $73,488+15.0% |
| Participation rate | 40.1% | 67.8%-27.7pp | 74.1%-33.9pp | 70.7%-30.5pp |
| Annual return | 29.56% | 24.79%+4.8pp | 340.46%-310.9pp | 28.51%+1.0pp |
| Employer contribution / active EE | $0 | $1,468-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,107 | $2,925+6.2% | $3,740-16.9% | $3,740-16.9% |
| Admin fee / account holder | $14 | $424-96.8% | $6,473-99.8% | $513-97.3% |