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 | $20,426 | $64,119-68.1% | $112,228-81.8% | $66,914-69.5% |
| Participation rate | 54.8% | 68.5%-13.7pp | 75.1%-20.3pp | 69.8%-15.0pp |
| Annual return | -17.03% | -13.81%-3.2pp | 27.45%-44.5pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,166 | $3,005-61.2% | $3,635-67.9% | $2,544-54.2% |
| Participant deferral / active EE | $1,615 | $3,693-56.3% | $4,728-65.8% | $4,237-61.9% |
| Admin fee / account holder | $121 | $625-80.7% | $6,410-98.1% | $593-79.7% |