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.
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 | $81,398 | $84,936-4.2% | $111,297-26.9% | $79,386+2.5% |
| Participation rate | 67.0% | 75.9%-8.9pp | 77.3%-10.3pp | 70.7%-3.7pp |
| Annual return | 19.01% | 17.45%+1.6pp | 54.65%-35.6pp | 116.85%-97.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $876 | $3,888-77.5% | $4,487-80.5% | $4,046-78.3% |
| Admin fee / account holder | -$33 | $537-106.2% | $7,964-100.4% | $626-105.3% |