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 9-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 | $48,752 | $69,305-29.7% | $82,313-40.8% | $69,631-30.0% |
| Participation rate | 41.8% | 80.3%-38.4pp | 76.9%-35.1pp | 70.7%-28.9pp |
| Annual return | 17.57% | 21.47%-3.9pp | 25.88%-8.3pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $697 | $1,887-63.1% | $2,428-71.3% | $2,032-65.7% |
| Participant deferral / active EE | $1,206 | $3,568-66.2% | $3,706-67.5% | $3,224-62.6% |
| Admin fee / account holder | $137 | $97+40.7% | $5,608-97.6% | $110+23.8% |