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 | $79,186 | $49,693+59.4% | $70,515+12.3% | $74,419+6.4% |
| Participation rate | 63.1% | 64.7%-1.6pp | 68.3%-5.3pp | 70.7%-7.7pp |
| Annual return | 17.38% | 21.22%-3.8pp | 32.77%-15.4pp | 34.38%-17.0pp |
| Employer contribution / active EE | $399 | $1,773-77.5% | $2,973-86.6% | $2,637-84.9% |
| Participant deferral / active EE | $3,345 | $3,376-0.9% | $4,567-26.8% | $4,528-26.1% |
| Admin fee / account holder | $72 | $316-77.3% | $6,412-98.9% | $348-79.4% |