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 7-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.
Employer 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 | $14,164 | $65,061-78.2% | $143,757-90.1% | $66,914-78.8% |
| Participation rate | 57.8% | 65.2%-7.4pp | 80.3%-22.5pp | 69.8%-12.0pp |
| Annual return | -14.64% | -11.14%-3.5pp | -0.04%-14.6pp | 1.58%-16.2pp |
| Employer contribution / active EE | $274 | $2,361-88.4% | $4,951-94.5% | $2,544-89.2% |
| Participant deferral / active EE | $1,132 | $2,919-61.2% | $5,637-79.9% | $4,237-73.3% |
| Admin fee / account holder | $79 | $502-84.3% | $14,673-99.5% | $593-86.7% |