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.
Employer 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 | $102,735 | $77,660+32.3% | $109,143-5.9% | $79,386+29.4% |
| Participation rate | 51.1% | 67.8%-16.7pp | 75.9%-24.7pp | 70.7%-19.6pp |
| Annual return | 18.93% | 23.44%-4.5pp | 25.75%-6.8pp | 116.85%-97.9pp |
| Employer contribution / active EE | $380 | $2,797-86.4% | $3,722-89.8% | $2,427-84.3% |
| Participant deferral / active EE | $1,983 | $3,518-43.6% | $4,653-57.4% | $4,046-51.0% |
| Admin fee / account holder | $244 | $732-66.7% | $6,752-96.4% | $626-61.1% |