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 | $24,922 | $54,121-54.0% | $134,143-81.4% | $73,409-66.0% |
| Participation rate | 30.8% | 64.4%-33.6pp | 72.2%-41.4pp | 72.2%-41.4pp |
| Annual return | 20.40% | -312.52%+332.9pp | 36.33%-15.9pp | 59.29%-38.9pp |
| Employer contribution / active EE | $563 | $1,402-59.9% | $3,704-84.8% | $2,234-74.8% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,499-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $6,684-100.0% | $158-100.0% |