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 6-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 | $1,233 | $52,670-97.7% | $90,404-98.6% | $73,409-98.3% |
| Participation rate | 3.9% | 67.7%-63.8pp | 72.7%-68.8pp | 72.2%-68.3pp |
| Annual return | 0.00% | 20.70%-20.7pp | 1293.02%-1293.0pp | 59.29%-59.3pp |
| Employer contribution / active EE | $0 | $1,872-100.0% | $3,262-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $46 | $2,807-98.4% | $3,963-98.8% | $3,805-98.8% |
| Admin fee / account holder | $0 | $117-100.0% | $5,611-100.0% | $158-100.0% |