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 | $1,920 | $61,156-96.9% | $185,823-99.0% | $79,386-97.6% |
| Participation rate | 33.3% | 66.6%-33.3pp | 81.7%-48.4pp | 70.7%-37.4pp |
| Annual return | 17.78% | 19.45%-1.7pp | 122.05%-104.3pp | 116.85%-99.1pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $276 | $2,789-90.1% | $5,568-95.0% | $4,046-93.2% |
| Admin fee / account holder | $2 | $710-99.7% | $16,237-100.0% | $626-99.6% |