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 | $80,272 | $70,002+14.7% | $115,037-30.2% | $52,331+53.4% |
| Participation rate | 58.9% | 72.1%-13.2pp | 81.4%-22.4pp | 68.1%-9.2pp |
| Annual return | 5.53% | 4.04%+1.5pp | 26.14%-20.6pp | 4.54%+1.0pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,777 | $4,920+17.4% | $6,026-4.1% | $3,022+91.2% |
| Admin fee / account holder | $6 | $566-98.9% | $8,175-99.9% | $592-98.9% |