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 9-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 | $25,708 | $36,767-30.1% | $81,478-68.4% | $62,292-58.7% |
| Participation rate | 12.9% | 54.4%-41.6pp | 68.0%-55.1pp | 69.5%-56.6pp |
| Annual return | 38.79% | 173.80%-135.0pp | 38.78%0pp | 28.90%+9.9pp |
| Employer contribution / active EE | $228 | $1,128-79.8% | $2,568-91.1% | $2,042-88.8% |
| Participant deferral / active EE | $660 | $2,111-68.7% | $3,537-81.3% | $3,169-79.2% |
| Admin fee / account holder | $12 | $797-98.5% | $4,561-99.7% | $479-97.5% |