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 | $44,340 | $92,224-51.9% | $105,223-57.9% | $79,634-44.3% |
| Participation rate | 67.2% | 69.2%-1.9pp | 75.0%-7.8pp | 62.5%+4.8pp |
| Annual return | 14.30% | 88.65%-74.3pp | 180.65%-166.3pp | 36.46%-22.2pp |
| Employer contribution / active EE | $174 | $3,965-95.6% | $3,689-95.3% | $2,529-93.1% |
| Participant deferral / active EE | $3,084 | $3,834-19.6% | $5,072-39.2% | $3,835-19.6% |
| Admin fee / account holder | $21 | $1,121-98.1% | $8,859-99.8% | $1,002-97.9% |