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 1 actuary disclosure. $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 | $0 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -0.36% | -2.09%+1.7pp | -1.68%+1.3pp | -0.60%+0.2pp |
| Employer contribution / active EE | $11,706 | $29,352-60.1% | $44,959-74.0% | $12,272-4.6% |
| Participant deferral / active EE | $6,080 | $2,027+200.0% | $330+1741.8% | $416+1362.9% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |