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 | $39,623 | $61,156-35.2% | $185,823-78.7% | $79,386-50.1% |
| Participation rate | 0.0% | 66.6%-66.6pp | 81.7%-81.7pp | 70.7%-70.7pp |
| Annual return | 17.80% | 19.45%-1.6pp | 122.05%-104.2pp | 116.85%-99.0pp |
| Employer contribution / active EE | $441 | $2,321-81.0% | $5,167-91.5% | $2,427-81.8% |
| Participant deferral / active EE | $642 | $2,789-77.0% | $5,568-88.5% | $4,046-84.1% |
| Admin fee / account holder | $49 | $710-93.1% | $16,237-99.7% | $626-92.2% |