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 | $83,224 | $81,474+2.1% | $133,956-37.9% | $73,488+13.2% |
| Participation rate | 68.1% | 76.4%-8.2pp | 79.8%-11.7pp | 70.7%-2.5pp |
| Annual return | 21.86% | 19.40%+2.5pp | 45.09%-23.2pp | 28.51%-6.7pp |
| Employer contribution / active EE | $270 | $2,209-87.8% | $3,919-93.1% | $2,270-88.1% |
| Participant deferral / active EE | $2,434 | $3,786-35.7% | $5,048-51.8% | $3,740-34.9% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-100.0% |