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 10-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 | $25,674 | $65,061-60.5% | $143,757-82.1% | $66,914-61.6% |
| Participation rate | 28.1% | 65.2%-37.1pp | 80.3%-52.2pp | 69.8%-41.7pp |
| Annual return | -16.31% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $350 | $2,361-85.2% | $4,951-92.9% | $2,544-86.3% |
| Participant deferral / active EE | $1,298 | $2,919-55.5% | $5,637-77.0% | $4,237-69.4% |
| Admin fee / account holder | $136 | $502-72.9% | $14,673-99.1% | $593-77.1% |