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 | $17,673 | $46,292-61.8% | $143,757-87.7% | $64,808-72.7% |
| Participation rate | 31.5% | 64.2%-32.7pp | 80.3%-48.8pp | 71.5%-40.0pp |
| Annual return | -17.18% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $153 | $1,910-92.0% | $4,951-96.9% | $2,506-93.9% |
| Participant deferral / active EE | $1,187 | $2,646-55.1% | $5,637-78.9% | $4,310-72.5% |
| Admin fee / account holder | $99 | $154-35.5% | $14,673-99.3% | $188-47.2% |