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 | $237,870 | $121,341+96.0% | $189,513+25.5% | $79,386+199.6% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.8%-87.8pp | 70.7%-70.7pp |
| Annual return | 13.20% | 21.08%-7.9pp | 555.15%-542.0pp | 116.85%-103.7pp |
| Employer contribution / active EE | $363 | $3,915-90.7% | $6,162-94.1% | $2,427-85.0% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,045-100.0% | $626-100.0% |