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 | $62,695 | $69,745-10.1% | $67,511-7.1% | $74,546-15.9% |
| Participation rate | 46.7% | 71.3%-24.7pp | 72.9%-26.2pp | 67.2%-20.5pp |
| Annual return | 13.23% | -40.37%+53.6pp | 3517.41%-3504.2pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $1,257 | $2,705-53.5% | $2,733-54.0% | $2,624-52.1% |
| Participant deferral / active EE | $754 | $3,636-79.3% | $4,000-81.1% | $4,347-82.6% |
| Admin fee / account holder | $0 | $894-100.0% | $3,999-100.0% | $1,944-100.0% |