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 | $31,877 | $37,317-14.6% | $77,024-58.6% | $77,904-59.1% |
| Participation rate | 10.3% | 46.9%-36.5pp | 67.9%-57.6pp | 73.7%-63.3pp |
| Annual return | -17.46% | -5.88%-11.6pp | 42.32%-59.8pp | 12.21%-29.7pp |
| Employer contribution / active EE | $170 | $1,218-86.1% | $2,812-94.0% | $2,848-94.0% |
| Participant deferral / active EE | $163 | $2,564-93.6% | $4,426-96.3% | $4,806-96.6% |
| Admin fee / account holder | $0 | $126-100.0% | $5,425-100.0% | $133-100.0% |