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 | $56,486 | $64,286-12.1% | $90,951-37.9% | $73,409-23.1% |
| Participation rate | 68.6% | 63.6%+5.0pp | 69.0%-0.4pp | 72.2%-3.6pp |
| Annual return | 13.46% | 21.45%-8.0pp | 134.60%-121.1pp | 59.29%-45.8pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,072 | $2,453-56.3% | $3,373-68.2% | $3,805-71.8% |
| Admin fee / account holder | $290 | $287+1.1% | $5,959-95.1% | $158+83.9% |