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.
Participant 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 | $51,581 | $55,453-7.0% | $170,442-69.7% | $62,292-17.2% |
| Participation rate | 15.4% | 66.4%-51.0pp | 83.6%-68.2pp | 69.5%-54.1pp |
| Annual return | 17.95% | 21.38%-3.4pp | 205.93%-188.0pp | 28.90%-10.9pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $553 | $2,303-76.0% | $4,939-88.8% | $3,169-82.6% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |