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 | $22,529 | $65,061-65.4% | $143,757-84.3% | $66,914-66.3% |
| Participation rate | 32.2% | 65.2%-33.0pp | 80.3%-48.1pp | 69.8%-37.6pp |
| Annual return | -10.88% | -11.14%+0.3pp | -0.04%-10.8pp | 1.58%-12.5pp |
| Employer contribution / active EE | $467 | $2,361-80.2% | $4,951-90.6% | $2,544-81.7% |
| Participant deferral / active EE | $783 | $2,919-73.2% | $5,637-86.1% | $4,237-81.5% |
| Admin fee / account holder | $3 | $502-99.4% | $14,673-100.0% | $593-99.5% |