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 | $43,671 | $53,162-17.9% | $91,220-52.1% | $68,494-36.2% |
| Participation rate | 9.2% | 63.2%-54.0pp | 73.2%-64.0pp | 67.9%-58.7pp |
| Annual return | -18.88% | -3.14%-15.7pp | 114.01%-132.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $547 | $2,974-81.6% | $4,234-87.1% | $4,027-86.4% |
| Admin fee / account holder | $9 | $4,493-99.8% | $5,420-99.8% | $5,403-99.8% |