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 | $27,422 | $65,061-57.9% | $143,757-80.9% | $66,914-59.0% |
| Participation rate | 60.1% | 65.2%-5.1pp | 80.3%-20.2pp | 69.8%-9.7pp |
| Annual return | -14.70% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,831 | $2,361-22.4% | $4,951-63.0% | $2,544-28.0% |
| Participant deferral / active EE | $297 | $2,919-89.8% | $5,637-94.7% | $4,237-93.0% |
| Admin fee / account holder | $10 | $502-98.0% | $14,673-99.9% | $593-98.3% |