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 | $84,658 | $64,119+32.0% | $112,228-24.6% | $66,914+26.5% |
| Participation rate | 49.3% | 68.5%-19.2pp | 75.1%-25.8pp | 69.8%-20.5pp |
| Annual return | -14.74% | -13.81%-0.9pp | 27.45%-42.2pp | 1.58%-16.3pp |
| Employer contribution / active EE | $746 | $3,005-75.2% | $3,635-79.5% | $2,544-70.7% |
| Participant deferral / active EE | $1,836 | $3,693-50.3% | $4,728-61.2% | $4,237-56.7% |
| Admin fee / account holder | $229 | $625-63.3% | $6,410-96.4% | $593-61.3% |