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.
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 | $10,423 | $46,292-77.5% | $143,757-92.7% | $64,808-83.9% |
| Participation rate | 61.4% | 64.2%-2.8pp | 80.3%-18.9pp | 71.5%-10.1pp |
| Annual return | -15.26% | -10.05%-5.2pp | -0.04%-15.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $376 | $1,910-80.3% | $4,951-92.4% | $2,506-85.0% |
| Participant deferral / active EE | $792 | $2,646-70.1% | $5,637-85.9% | $4,310-81.6% |
| Admin fee / account holder | $21 | $154-86.4% | $14,673-99.9% | $188-88.9% |