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 | $33,122 | $37,317-11.2% | $77,024-57.0% | $77,904-57.5% |
| Participation rate | 2.2% | 46.9%-44.6pp | 67.9%-65.7pp | 73.7%-71.5pp |
| Annual return | -1.17% | -5.88%+4.7pp | 42.32%-43.5pp | 12.21%-13.4pp |
| Employer contribution / active EE | $0 | $1,218-100.0% | $2,812-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $68 | $2,564-97.4% | $4,426-98.5% | $4,806-98.6% |
| Admin fee / account holder | $6 | $126-94.9% | $5,425-99.9% | $133-95.2% |