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.
Participant 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 | $25,133 | $53,136-52.7% | $155,509-83.8% | $199,593-87.4% |
| Participation rate | 13.8% | 64.1%-50.2pp | 78.2%-64.4pp | 72.0%-58.1pp |
| Annual return | 13.13% | 41.15%-28.0pp | 64.67%-51.5pp | 34.25%-21.1pp |
| Employer contribution / active EE | $241 | $1,851-87.0% | $4,672-94.9% | $3,034-92.1% |
| Participant deferral / active EE | $431 | $3,161-86.4% | $5,626-92.3% | $5,087-91.5% |
| Admin fee / account holder | $60 | $185-67.7% | $15,912-99.6% | $269-77.7% |