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 | $25,320 | $65,061-61.1% | $143,757-82.4% | $66,914-62.2% |
| Participation rate | 30.3% | 65.2%-34.9pp | 80.3%-50.0pp | 69.8%-39.5pp |
| Annual return | -17.70% | -11.14%-6.6pp | -0.04%-17.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $478 | $2,361-79.8% | $4,951-90.3% | $2,544-81.2% |
| Participant deferral / active EE | $514 | $2,919-82.4% | $5,637-90.9% | $4,237-87.9% |
| Admin fee / account holder | $94 | $502-81.3% | $14,673-99.4% | $593-84.2% |