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 7-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,768 | $47,126-89.9% | $149,673-96.8% | $74,419-93.6% |
| Participation rate | 45.2% | 63.4%-18.2pp | 78.8%-33.6pp | 70.7%-25.5pp |
| Annual return | 18.74% | 22.75%-4.0pp | 134.42%-115.7pp | 34.38%-15.6pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,188 | $2,728-56.5% | $5,680-79.1% | $4,528-73.8% |
| Admin fee / account holder | $0 | $343-100.0% | $13,210-100.0% | $348-100.0% |