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 | $29,951 | $44,642-32.9% | $91,220-67.2% | $66,914-55.2% |
| Participation rate | 15.8% | 64.9%-49.1pp | 73.2%-57.4pp | 69.8%-54.0pp |
| Annual return | -11.38% | -12.29%+0.9pp | 114.01%-125.4pp | 1.58%-13.0pp |
| Employer contribution / active EE | $0 | $1,706-100.0% | $2,850-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $489 | $3,349-85.4% | $4,234-88.5% | $4,237-88.5% |
| Admin fee / account holder | $0 | $521-100.0% | $5,420-100.0% | $593-100.0% |