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 8-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 | $28,028 | $45,602-38.5% | $117,472-76.1% | $66,914-58.1% |
| Participation rate | 62.5% | 57.6%+4.9pp | 70.6%-8.1pp | 69.8%-7.3pp |
| Annual return | -17.53% | -16.74%-0.8pp | 29.74%-47.3pp | 1.58%-19.1pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,452 | $2,845-13.8% | $4,070-39.8% | $4,237-42.1% |
| Admin fee / account holder | $9 | $661-98.7% | $5,645-99.8% | $593-98.6% |