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 | $23,093 | $39,286-41.2% | $80,716-71.4% | $79,386-70.9% |
| Participation rate | 13.7% | 41.0%-27.2pp | 54.2%-40.5pp | 70.7%-57.0pp |
| Annual return | 16.91% | 98.95%-82.0pp | 87.28%-70.4pp | 116.85%-99.9pp |
| Employer contribution / active EE | $174 | $594-70.6% | $1,160-85.0% | $2,427-92.8% |
| Participant deferral / active EE | $369 | $1,264-70.8% | $2,146-82.8% | $4,046-90.9% |
| Admin fee / account holder | $29 | $647-95.4% | $3,380-99.1% | $626-95.3% |