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 | $91,849 | $88,515+3.8% | $162,163-43.4% | $67,579+35.9% |
| Participation rate | 69.8% | 86.8%-17.1pp | 87.6%-17.8pp | 71.3%-1.5pp |
| Annual return | 25.68% | 27.04%-1.4pp | 115.59%-89.9pp | 378.56%-352.9pp |
| Employer contribution / active EE | $0 | $3,563-100.0% | $5,614-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $11,840 | $5,724+106.9% | $7,298+62.2% | $3,539+234.5% |
| Admin fee / account holder | $5 | $124-96.2% | $10,843-100.0% | $142-96.7% |