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 | $43,761 | $46,292-5.5% | $143,757-69.6% | $64,808-32.5% |
| Participation rate | 14.4% | 64.2%-49.8pp | 80.3%-65.9pp | 71.5%-57.1pp |
| Annual return | -17.00% | -10.05%-6.9pp | -0.04%-17.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $594 | $2,646-77.6% | $5,637-89.5% | $4,310-86.2% |
| Admin fee / account holder | $5 | $154-96.7% | $14,673-100.0% | $188-97.3% |