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 6-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 | $79,343 | $79,171+0.2% | $102,423-22.5% | $74,495+6.5% |
| Participation rate | 37.3% | 74.8%-37.5pp | 76.5%-39.2pp | 67.2%-29.9pp |
| Annual return | 17.41% | 54.93%-37.5pp | 29.32%-11.9pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $931 | $2,362-60.6% | $3,023-69.2% | $2,623-64.5% |
| Participant deferral / active EE | $1,760 | $4,415-60.1% | $5,053-65.2% | $4,346-59.5% |
| Admin fee / account holder | $31 | $2,001-98.5% | $9,451-99.7% | $1,942-98.4% |