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 | $83,331 | $69,362+20.1% | $101,248-17.7% | $73,488+13.4% |
| Participation rate | 41.5% | 68.4%-26.9pp | 75.8%-34.3pp | 70.7%-29.2pp |
| Annual return | 16.38% | 18.46%-2.1pp | 46.47%-30.1pp | 28.51%-12.1pp |
| Employer contribution / active EE | $452 | $2,628-82.8% | $3,660-87.6% | $2,270-80.1% |
| Participant deferral / active EE | $2,971 | $3,300-10.0% | $4,370-32.0% | $3,740-20.6% |
| Admin fee / account holder | $25 | $704-96.4% | $5,945-99.6% | $513-95.0% |