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 | $34,818 | $58,879-40.9% | $178,490-80.5% | $73,488-52.6% |
| Participation rate | 38.5% | 66.2%-27.8pp | 81.9%-43.5pp | 70.7%-32.2pp |
| Annual return | 12.83% | 24.86%-12.0pp | 151.07%-138.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $415 | $2,236-81.4% | $5,011-91.7% | $2,270-81.7% |
| Participant deferral / active EE | $735 | $2,567-71.4% | $5,202-85.9% | $3,740-80.3% |
| Admin fee / account holder | $156 | $400-61.0% | $13,984-98.9% | $513-69.5% |