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 | $68,364 | $65,435+4.5% | $86,677-21.1% | $66,914+2.2% |
| Participation rate | 67.6% | 75.5%-7.8pp | 76.6%-9.0pp | 69.8%-2.2pp |
| Annual return | -9.92% | -10.89%+1.0pp | 35.91%-45.8pp | 1.58%-11.5pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,320 | $4,100-67.8% | $4,656-71.6% | $4,237-68.8% |
| Admin fee / account holder | -$42 | $642-106.6% | $7,493-100.6% | $593-107.1% |