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 | $106,996 | $65,435+63.5% | $86,677+23.4% | $66,914+59.9% |
| Participation rate | 26.3% | 75.5%-49.2pp | 76.6%-50.3pp | 69.8%-43.5pp |
| Annual return | -16.38% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $248 | $2,153-88.5% | $2,836-91.2% | $2,544-90.2% |
| Participant deferral / active EE | $2,634 | $4,100-35.8% | $4,656-43.4% | $4,237-37.8% |
| Admin fee / account holder | $5 | $642-99.3% | $7,493-99.9% | $593-99.2% |