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 | $56,578 | $45,602+24.1% | $117,472-51.8% | $66,914-15.4% |
| Participation rate | 48.7% | 57.6%-8.9pp | 70.6%-21.9pp | 69.8%-21.1pp |
| Annual return | -15.10% | -16.74%+1.6pp | 29.74%-44.8pp | 1.58%-16.7pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,265 | $2,845-20.4% | $4,070-44.3% | $4,237-46.5% |
| Admin fee / account holder | $2 | $661-99.6% | $5,645-100.0% | $593-99.6% |