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.
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 | $31,670 | $61,052-48.1% | $142,863-77.8% | $79,386-60.1% |
| Participation rate | 16.5% | 60.1%-43.6pp | 71.9%-55.4pp | 70.7%-54.2pp |
| Annual return | 15.04% | 16.02%-1.0pp | 5637.54%-5622.5pp | 116.85%-101.8pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,103 | $2,879-61.7% | $3,837-71.2% | $4,046-72.7% |
| Admin fee / account holder | $105 | $659-84.1% | $6,560-98.4% | $626-83.3% |