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 | $69,501 | $93,182-25.4% | $146,665-52.6% | $79,386-12.5% |
| Participation rate | 31.7% | 76.4%-44.7pp | 80.1%-48.3pp | 70.7%-39.0pp |
| Annual return | 13.53% | 21.61%-8.1pp | 22.74%-9.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $703 | $2,420-71.0% | $4,136-83.0% | $2,427-71.1% |
| Participant deferral / active EE | $2,144 | $4,169-48.6% | $5,506-61.1% | $4,046-47.0% |
| Admin fee / account holder | $9 | $585-98.5% | $10,280-99.9% | $626-98.6% |