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 8-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 | $16,828 | $50,815-66.9% | $155,509-89.2% | $77,643-78.3% |
| Participation rate | 24.2% | 63.1%-38.9pp | 78.2%-54.0pp | 70.6%-46.4pp |
| Annual return | 14.82% | 34.80%-20.0pp | 64.67%-49.9pp | 31.24%-16.4pp |
| Employer contribution / active EE | $356 | $1,993-82.2% | $4,672-92.4% | $2,726-87.0% |
| Participant deferral / active EE | $863 | $2,822-69.4% | $5,626-84.7% | $4,647-81.4% |
| Admin fee / account holder | $46 | $437-89.4% | $15,912-99.7% | $430-89.2% |