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 | $37,550 | $62,603-40.0% | $104,294-64.0% | $66,914-43.9% |
| Participation rate | 31.3% | 59.6%-28.3pp | 73.3%-42.0pp | 69.8%-38.5pp |
| Annual return | -14.88% | -14.70%-0.2pp | 24.61%-39.5pp | 1.58%-16.5pp |
| Employer contribution / active EE | $222 | $1,972-88.7% | $3,372-93.4% | $2,544-91.3% |
| Participant deferral / active EE | $1,327 | $2,853-53.5% | $4,625-71.3% | $4,237-68.7% |
| Admin fee / account holder | $15 | $656-97.6% | $7,339-99.8% | $593-97.4% |