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 | $27,937 | $65,061-57.1% | $143,757-80.6% | $66,914-58.2% |
| Participation rate | 27.3% | 65.2%-37.9pp | 80.3%-53.0pp | 69.8%-42.5pp |
| Annual return | -10.34% | -11.14%+0.8pp | -0.04%-10.3pp | 1.58%-11.9pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $771 | $2,919-73.6% | $5,637-86.3% | $4,237-81.8% |
| Admin fee / account holder | $0 | $502-99.9% | $14,673-100.0% | $593-100.0% |