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 | $77,083 | $79,184-2.7% | $102,438-24.8% | $74,546+3.4% |
| Participation rate | 52.8% | 74.8%-22.0pp | 76.5%-23.7pp | 67.2%-14.5pp |
| Annual return | 11.42% | 54.95%-43.5pp | 29.37%-17.9pp | 1366.03%-1354.6pp |
| Employer contribution / active EE | $717 | $2,362-69.7% | $3,024-76.3% | $2,624-72.7% |
| Participant deferral / active EE | $2,278 | $4,414-48.4% | $5,054-54.9% | $4,347-47.6% |
| Admin fee / account holder | $76 | $2,001-96.2% | $9,448-99.2% | $1,944-96.1% |