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 | $34,007 | $55,415-38.6% | $155,509-78.1% | $74,495-54.3% |
| Participation rate | 59.1% | 61.9%-2.8pp | 78.2%-19.1pp | 67.2%-8.1pp |
| Annual return | 14.92% | 268.50%-253.6pp | 64.67%-49.8pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,453 | $2,267-35.9% | $4,672-68.9% | $2,623-44.6% |
| Participant deferral / active EE | $418 | $2,836-85.3% | $5,626-92.6% | $4,346-90.4% |
| Admin fee / account holder | $10 | $1,738-99.4% | $15,912-99.9% | $1,942-99.5% |