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.
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 | $46,195 | $65,061-29.0% | $143,757-67.9% | $66,914-31.0% |
| Participation rate | 29.2% | 65.2%-36.0pp | 80.3%-51.1pp | 69.8%-40.6pp |
| Annual return | -12.17% | -11.14%-1.0pp | -0.04%-12.1pp | 1.58%-13.7pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,280 | $2,919-56.1% | $5,637-77.3% | $4,237-69.8% |
| Admin fee / account holder | $108 | $502-78.4% | $14,673-99.3% | $593-81.7% |