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 | $34,836 | $44,642-22.0% | $91,220-61.8% | $66,914-47.9% |
| Participation rate | 26.4% | 64.9%-38.5pp | 73.2%-46.8pp | 69.8%-43.4pp |
| Annual return | -12.52% | -12.29%-0.2pp | 114.01%-126.5pp | 1.58%-14.1pp |
| Employer contribution / active EE | $535 | $1,706-68.6% | $2,850-81.2% | $2,544-79.0% |
| Participant deferral / active EE | $901 | $3,349-73.1% | $4,234-78.7% | $4,237-78.7% |
| Admin fee / account holder | $14 | $521-97.4% | $5,420-99.7% | $593-97.7% |