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.
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 | $65,994 | $41,647+58.5% | $96,139-31.4% | $86,799-24.0% |
| Participation rate | 25.8% | 50.2%-24.4pp | 68.4%-42.6pp | 72.3%-46.4pp |
| Annual return | 163.43% | 27.24%+136.2pp | 191.94%-28.5pp | 97.91%+65.5pp |
| Employer contribution / active EE | $183 | $1,318-86.1% | $2,797-93.5% | $2,405-92.4% |
| Participant deferral / active EE | $595 | $2,412-75.3% | $4,349-86.3% | $4,131-85.6% |
| Admin fee / account holder | $59 | $169-65.3% | $5,537-98.9% | $170-65.3% |