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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,412 | $60,243-47.9% | $86,612-63.7% | - |
| Participation rate | 69.7% | 60.8%+8.9pp | 71.7%-2.0pp | - |
| Annual return | 21.98% | 59.27%-37.3pp | 591.07%-569.1pp | - |
| Employer contribution / active EE | $853 | $2,261-62.3% | $3,022-71.8% | - |
| Participant deferral / active EE | $4,912 | $2,994+64.1% | $4,438+10.7% | - |
| Admin fee / account holder | $26 | $4,652-99.4% | $5,614-99.5% | - |