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 | $25,949 | $50,815-48.9% | $155,509-83.3% | $77,643-66.6% |
| Participation rate | 29.1% | 63.1%-34.0pp | 78.2%-49.1pp | 70.6%-41.5pp |
| Annual return | 17.93% | 34.80%-16.9pp | 64.67%-46.7pp | 31.24%-13.3pp |
| Employer contribution / active EE | $235 | $1,993-88.2% | $4,672-95.0% | $2,726-91.4% |
| Participant deferral / active EE | $1,012 | $2,822-64.1% | $5,626-82.0% | $4,647-78.2% |
| Admin fee / account holder | $0 | $437-100.0% | $15,912-100.0% | $430-100.0% |