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 5-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 | $52,637 | $99,957-47.3% | $149,696-64.8% | $73,488-28.4% |
| Participation rate | 13.3% | 75.7%-62.4pp | 82.5%-69.2pp | 70.7%-57.4pp |
| Annual return | 17.04% | 53.87%-36.8pp | 276.60%-259.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $885 | $3,191-72.3% | $4,644-80.9% | $2,270-61.0% |
| Participant deferral / active EE | $1,111 | $6,073-81.7% | $6,842-83.8% | $3,740-70.3% |
| Admin fee / account holder | $185 | $551-66.4% | $9,309-98.0% | $513-63.9% |