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.
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 | $19,114 | $65,061-70.6% | $143,757-86.7% | $66,914-71.4% |
| Participation rate | 27.3% | 65.2%-37.9pp | 80.3%-53.0pp | 69.8%-42.5pp |
| Annual return | -13.44% | -11.14%-2.3pp | -0.04%-13.4pp | 1.58%-15.0pp |
| Employer contribution / active EE | $443 | $2,361-81.2% | $4,951-91.0% | $2,544-82.6% |
| Participant deferral / active EE | $557 | $2,919-80.9% | $5,637-90.1% | $4,237-86.9% |
| Admin fee / account holder | $112 | $502-77.8% | $14,673-99.2% | $593-81.2% |