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 | $15,141 | $37,393-59.5% | $77,024-80.3% | $66,914-77.4% |
| Participation rate | 27.0% | 52.9%-25.9pp | 67.9%-40.9pp | 69.8%-42.8pp |
| Annual return | -15.50% | -3.29%-12.2pp | 42.32%-57.8pp | 1.58%-17.1pp |
| Employer contribution / active EE | $249 | $1,531-83.8% | $2,812-91.2% | $2,544-90.2% |
| Participant deferral / active EE | $897 | $2,617-65.7% | $4,426-79.7% | $4,237-78.8% |
| Admin fee / account holder | $27 | $567-95.2% | $5,425-99.5% | $593-95.4% |