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 | $38,162 | $76,050-49.8% | $96,544-60.5% | $71,457-46.6% |
| Participation rate | 65.8% | 74.4%-8.6pp | 76.0%-10.2pp | 67.9%-2.1pp |
| Annual return | 16.40% | 22.81%-6.4pp | 25.84%-9.4pp | 28.85%-12.4pp |
| Employer contribution / active EE | $725 | $2,244-67.7% | $2,965-75.5% | $2,588-72.0% |
| Participant deferral / active EE | $2,618 | $4,215-37.9% | $4,851-46.0% | $4,289-39.0% |
| Admin fee / account holder | $40 | $2,707-98.5% | $8,252-99.5% | $1,587-97.5% |