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 | $38,922 | $49,915-22.0% | $154,803-74.9% | $74,304-47.6% |
| Participation rate | 58.0% | 54.0%+4.1pp | 78.1%-20.0pp | 60.3%-2.3pp |
| Annual return | 18.35% | 34.06%-15.7pp | 58.88%-40.5pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,293 | $1,611-19.8% | $4,305-70.0% | $2,241-42.3% |
| Participant deferral / active EE | $452 | $2,255-79.9% | $5,540-91.8% | $3,767-88.0% |
| Admin fee / account holder | $7 | $2,189-99.7% | $14,329-100.0% | $2,969-99.8% |