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 7-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 | $14,591 | $65,061-77.6% | $143,757-89.9% | $66,914-78.2% |
| Participation rate | 58.6% | 65.2%-6.6pp | 80.3%-21.7pp | 69.8%-11.2pp |
| Annual return | 3.04% | -11.14%+14.2pp | -0.04%+3.1pp | 1.58%+1.5pp |
| Employer contribution / active EE | $246 | $2,361-89.6% | $4,951-95.0% | $2,544-90.3% |
| Participant deferral / active EE | $1,094 | $2,919-62.5% | $5,637-80.6% | $4,237-74.2% |
| Admin fee / account holder | $39 | $502-92.2% | $14,673-99.7% | $593-93.4% |