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.
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 | $41,654 | $39,195+6.3% | $98,755-57.8% | $79,386-47.5% |
| Participation rate | 55.8% | 59.8%-4.0pp | 65.7%-10.0pp | 70.7%-14.9pp |
| Annual return | 13.89% | 19.95%-6.1pp | 49.91%-36.0pp | 116.85%-103.0pp |
| Employer contribution / active EE | $264 | $1,334-80.2% | $2,067-87.2% | $2,427-89.1% |
| Participant deferral / active EE | $1,877 | $2,333-19.6% | $3,035-38.2% | $4,046-53.6% |
| Admin fee / account holder | $41 | $365-88.6% | $4,076-99.0% | $626-93.4% |