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 | $47,501 | $79,171-40.0% | $102,423-53.6% | $74,495-36.2% |
| Participation rate | 65.1% | 74.8%-9.7pp | 76.5%-11.4pp | 67.2%-2.1pp |
| Annual return | 14.08% | 54.93%-40.9pp | 29.32%-15.2pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $718 | $2,362-69.6% | $3,023-76.2% | $2,623-72.6% |
| Participant deferral / active EE | $2,386 | $4,415-46.0% | $5,053-52.8% | $4,346-45.1% |
| Admin fee / account holder | $43 | $2,001-97.8% | $9,451-99.5% | $1,942-97.8% |