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.
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 | $23,476 | $52,884-55.6% | $84,750-72.3% | $55,167-57.4% |
| Participation rate | 43.3% | 67.5%-24.3pp | 76.6%-33.3pp | 69.0%-25.7pp |
| Annual return | 8.29% | 18.03%-9.7pp | 22.78%-14.5pp | 169.23%-160.9pp |
| Employer contribution / active EE | $281 | $2,233-87.4% | $3,574-92.1% | $1,963-85.7% |
| Participant deferral / active EE | $1,199 | $2,644-54.6% | $3,712-67.7% | $3,054-60.7% |
| Admin fee / account holder | $16 | $581-97.2% | $5,332-99.7% | $504-96.7% |