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 | $112,498 | $80,724+39.4% | $103,333+8.9% | $74,495+51.0% |
| Participation rate | 54.2% | 65.7%-11.5pp | 74.5%-20.3pp | 67.2%-13.0pp |
| Annual return | 27.78% | 27.56%+0.2pp | 24.88%+2.9pp | 1364.94%-1337.2pp |
| Employer contribution / active EE | $412 | $3,157-86.9% | $3,868-89.3% | $2,623-84.3% |
| Participant deferral / active EE | $1,854 | $3,860-52.0% | $5,057-63.3% | $4,346-57.3% |
| Admin fee / account holder | $257 | $2,368-89.1% | $8,355-96.9% | $1,942-86.8% |