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 | $49,593 | $49,451+0.3% | $79,550-37.7% | $66,914-25.9% |
| Participation rate | 52.8% | 61.3%-8.6pp | 69.5%-16.7pp | 69.8%-17.0pp |
| Annual return | -14.27% | 84.25%-98.5pp | 0.16%-14.4pp | 1.58%-15.9pp |
| Employer contribution / active EE | $15 | $1,266-98.8% | $2,413-99.4% | $2,544-99.4% |
| Participant deferral / active EE | $3,095 | $3,159-2.0% | $3,985-22.3% | $4,237-27.0% |
| Admin fee / account holder | $47 | $595-92.0% | $6,832-99.3% | $593-92.0% |