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 | $40,299 | $65,435-38.4% | $86,677-53.5% | $66,914-39.8% |
| Participation rate | 55.0% | 75.5%-20.5pp | 76.6%-21.6pp | 69.8%-14.8pp |
| Annual return | -13.81% | -10.89%-2.9pp | 35.91%-49.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $698 | $2,153-67.6% | $2,836-75.4% | $2,544-72.6% |
| Participant deferral / active EE | $2,234 | $4,100-45.5% | $4,656-52.0% | $4,237-47.3% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |