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 | $24,008 | $43,550-44.9% | $63,517-62.2% | $52,331-54.1% |
| Participation rate | 20.4% | 65.7%-45.3pp | 71.0%-50.6pp | 68.1%-47.7pp |
| Annual return | -0.70% | 2.03%-2.7pp | -70.30%+69.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $444 | $1,351-67.1% | $2,322-80.9% | $1,882-76.4% |
| Participant deferral / active EE | $752 | $2,254-66.6% | $2,953-74.5% | $3,022-75.1% |
| Admin fee / account holder | $14 | $387-96.4% | $5,892-99.8% | $592-97.6% |