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 | $110,829 | $111,608-0.7% | $177,821-37.7% | $73,409+51.0% |
| Participation rate | 67.9% | 87.9%-20.0pp | 87.7%-19.8pp | 72.2%-4.3pp |
| Annual return | 22.47% | 18.23%+4.2pp | 48.32%-25.9pp | 59.29%-36.8pp |
| Employer contribution / active EE | $0 | $3,796-100.0% | $5,918-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $11,849 | $6,199+91.1% | $7,714+53.6% | $3,805+211.4% |
| Admin fee / account holder | $4 | $166-97.5% | $12,427-100.0% | $158-97.4% |