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 | $49,559 | $80,354-38.3% | $133,980-63.0% | $63,975-22.5% |
| Participation rate | 39.9% | 87.5%-47.6pp | 87.1%-47.1pp | 71.1%-31.2pp |
| Annual return | 11.74% | 13.11%-1.4pp | 29.30%-17.6pp | 48.65%-36.9pp |
| Employer contribution / active EE | $0 | $3,503-100.0% | $5,211-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,039 | $5,239-61.1% | $6,282-67.5% | $3,356-39.3% |
| Admin fee / account holder | $1 | $69-99.0% | $9,324-100.0% | $70-99.0% |