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 3-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 | $1,532 | $30,086-94.9% | $61,373-97.5% | $64,808-97.6% |
| Participation rate | 23.2% | 36.4%-13.2pp | 52.6%-29.4pp | 71.5%-48.3pp |
| Annual return | 0.00% | -13.99%+14.0pp | 338.61%-338.6pp | 32.82%-32.8pp |
| Employer contribution / active EE | $200 | $536-62.7% | $1,159-82.7% | $2,506-92.0% |
| Participant deferral / active EE | $220 | $1,126-80.5% | $2,125-89.7% | $4,310-94.9% |
| Admin fee / account holder | $5 | $148-96.6% | $2,130-99.8% | $188-97.3% |