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 | $45,014 | $75,760-40.6% | $123,104-63.4% | $59,188-23.9% |
| Participation rate | 39.1% | 86.0%-46.9pp | 86.8%-47.6pp | 69.4%-30.3pp |
| Annual return | 2.08% | 2.93%-0.9pp | 13.22%-11.1pp | 5.51%-3.4pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $5,151-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,929 | $5,000-61.4% | $6,230-69.0% | $3,265-40.9% |
| Admin fee / account holder | $1 | $61-98.8% | $9,015-100.0% | $92-99.2% |