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 5-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 | $62,021 | $49,890+24.3% | $104,607-40.7% | $106,222-41.6% |
| Participation rate | 26.1% | 45.0%-19.0pp | 74.1%-48.0pp | 70.8%-44.7pp |
| Annual return | 37.12% | 18.07%+19.1pp | 340.46%-303.3pp | 21.69%+15.4pp |
| Employer contribution / active EE | $0 | $809-100.0% | $2,681-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $1,274 | $1,699-25.0% | $3,740-65.9% | $4,600-72.3% |
| Admin fee / account holder | $0 | $56-100.0% | $6,473-100.0% | $78-100.0% |