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 | $29,339 | $47,126-37.7% | $149,673-80.4% | $74,419-60.6% |
| Participation rate | 57.6% | 63.4%-5.8pp | 78.8%-21.2pp | 70.7%-13.1pp |
| Annual return | 17.30% | 22.75%-5.5pp | 134.42%-117.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $1,585 | $1,905-16.8% | $4,818-67.1% | $2,637-39.9% |
| Participant deferral / active EE | $319 | $2,728-88.3% | $5,680-94.4% | $4,528-93.0% |
| Admin fee / account holder | $9 | $343-97.4% | $13,210-99.9% | $348-97.4% |