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 | $35,909 | $41,317-13.1% | $85,969-58.2% | $55,191-34.9% |
| Participation rate | 19.3% | 54.5%-35.2pp | 76.5%-57.3pp | 69.2%-49.9pp |
| Annual return | 0.26% | 3.93%-3.7pp | 9.32%-9.1pp | 10.78%-10.5pp |
| Employer contribution / active EE | $0 | $1,198-100.0% | $3,474-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $516 | $1,914-73.0% | $3,829-86.5% | $3,046-83.1% |
| Admin fee / account holder | $0 | $97-100.0% | $6,053-100.0% | $91-100.0% |