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 | $53,766 | $82,546-34.9% | $140,016-61.6% | $75,289-28.6% |
| Participation rate | 42.7% | 88.4%-45.7pp | 87.5%-44.8pp | 72.4%-29.7pp |
| Annual return | -5.10% | -0.36%-4.7pp | 651.12%-656.2pp | -0.04%-5.1pp |
| Employer contribution / active EE | $0 | $3,856-100.0% | $5,606-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,293 | $5,731-60.0% | $6,927-66.9% | $3,739-38.7% |
| Admin fee / account holder | $1 | $86-99.0% | $10,705-100.0% | $102-99.1% |