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 | $17,161 | $56,485-69.6% | $185,823-90.8% | $86,799-80.2% |
| Participation rate | 39.7% | 65.5%-25.8pp | 81.7%-42.0pp | 72.3%-32.6pp |
| Annual return | 15.35% | 118.04%-102.7pp | 122.05%-106.7pp | 97.91%-82.6pp |
| Employer contribution / active EE | $130 | $1,843-92.9% | $5,167-97.5% | $2,405-94.6% |
| Participant deferral / active EE | $1,031 | $2,553-59.6% | $5,568-81.5% | $4,131-75.0% |
| Admin fee / account holder | $80 | $150-46.3% | $16,237-99.5% | $170-52.6% |