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 | $86,492 | $76,552+13.0% | $123,892-30.2% | $62,891+37.5% |
| Participation rate | 48.9% | 73.0%-24.1pp | 81.4%-32.5pp | 69.3%-20.4pp |
| Annual return | 7.69% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $644 | $2,883-77.7% | $4,617-86.1% | $2,281-71.8% |
| Participant deferral / active EE | $1,019 | $4,840-79.0% | $5,984-83.0% | $3,203-68.2% |
| Admin fee / account holder | $46 | $4,826-99.0% | $8,357-99.5% | $4,296-98.9% |