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 | $17,284 | $58,879-70.6% | $178,490-90.3% | $73,488-76.5% |
| Participation rate | 27.6% | 66.2%-38.6pp | 81.9%-54.3pp | 70.7%-43.1pp |
| Annual return | 17.77% | 24.86%-7.1pp | 151.07%-133.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $27 | $2,236-98.8% | $5,011-99.5% | $2,270-98.8% |
| Participant deferral / active EE | $1,102 | $2,567-57.1% | $5,202-78.8% | $3,740-70.5% |
| Admin fee / account holder | $68 | $400-83.0% | $13,984-99.5% | $513-86.8% |