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.
Employer 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 | $20,464 | $46,292-55.8% | $143,757-85.8% | $64,808-68.4% |
| Participation rate | 32.3% | 64.2%-32.0pp | 80.3%-48.0pp | 71.5%-39.2pp |
| Annual return | -10.17% | -10.05%-0.1pp | -0.04%-10.1pp | 32.82%-43.0pp |
| Employer contribution / active EE | $58 | $1,910-97.0% | $4,951-98.8% | $2,506-97.7% |
| Participant deferral / active EE | $1,039 | $2,646-60.7% | $5,637-81.6% | $4,310-75.9% |
| Admin fee / account holder | $0 | $154-100.0% | $14,673-100.0% | $188-100.0% |