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 | $95,880-53.8% | $107,525-58.8% | $85,563-48.2% |
| Participation rate | 67.2% | 70.1%-2.9pp | 75.1%-7.8pp | 66.0%+1.3pp |
| Annual return | 14.30% | 68.06%-53.8pp | 181.32%-167.0pp | 31.51%-17.2pp |
| Employer contribution / active EE | $174 | $3,812-95.4% | $3,754-95.4% | $2,654-93.4% |
| Participant deferral / active EE | $3,084 | $4,201-26.6% | $5,116-39.7% | $4,375-29.5% |
| Admin fee / account holder | $21 | $1,025-97.9% | $8,919-99.8% | $834-97.4% |