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 | $24,771 | $69,010-64.1% | $159,960-84.5% | $68,494-63.8% |
| Participation rate | 67.3% | 65.4%+1.9pp | 78.0%-10.6pp | 67.9%-0.5pp |
| Annual return | -18.36% | -9.65%-8.7pp | 408.60%-427.0pp | -7.84%-10.5pp |
| Employer contribution / active EE | $373 | $2,213-83.1% | $4,226-91.2% | $2,596-85.6% |
| Participant deferral / active EE | $7,051 | $4,212+67.4% | $6,182+14.0% | $4,027+75.1% |
| Admin fee / account holder | $91 | $4,798-98.1% | $8,698-99.0% | $5,403-98.3% |