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 | $107,607 | $63,745+68.8% | $98,442+9.3% | $79,386+35.5% |
| Participation rate | 69.5% | 69.9%-0.3pp | 73.3%-3.8pp | 70.7%-1.2pp |
| Annual return | 15.11% | 625.80%-610.7pp | 1492.73%-1477.6pp | 116.85%-101.7pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,534 | $3,303+37.2% | $4,276+6.0% | $4,046+12.1% |
| Admin fee / account holder | $4 | $516-99.3% | $5,949-99.9% | $626-99.4% |