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 | $41,712 | $65,118-35.9% | $76,768-45.7% | $55,725-25.1% |
| Participation rate | 59.1% | 79.6%-20.5pp | 77.0%-17.8pp | 70.9%-11.7pp |
| Annual return | -5.02% | -1.27%-3.8pp | 2.43%-7.4pp | 244.93%-250.0pp |
| Employer contribution / active EE | $852 | $1,941-56.1% | $2,485-65.7% | $2,078-59.0% |
| Participant deferral / active EE | $1,547 | $3,688-58.0% | $3,852-59.8% | $3,356-53.9% |
| Admin fee / account holder | $142 | $116+23.0% | $6,675-97.9% | $115+23.7% |