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 8-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 | $42,112 | $72,254-41.7% | $86,677-51.4% | $64,808-35.0% |
| Participation rate | 38.1% | 80.4%-42.3pp | 76.6%-38.4pp | 71.5%-33.3pp |
| Annual return | -12.93% | 392.42%-405.4pp | 35.91%-48.8pp | 32.82%-45.7pp |
| Employer contribution / active EE | $1,008 | $2,393-57.9% | $2,836-64.5% | $2,506-59.8% |
| Participant deferral / active EE | $1,277 | $4,658-72.6% | $4,656-72.6% | $4,310-70.4% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |