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 | $15,942 | $53,901-70.4% | $134,143-88.1% | $73,488-78.3% |
| Participation rate | 17.6% | 62.8%-45.2pp | 72.2%-54.5pp | 70.7%-53.0pp |
| Annual return | 14.60% | 15.82%-1.2pp | 36.33%-21.7pp | 28.51%-13.9pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,704-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $825 | $2,739-69.9% | $3,499-76.4% | $3,740-77.9% |
| Admin fee / account holder | $41 | $581-93.0% | $6,684-99.4% | $513-92.1% |