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.
Employer 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 | $8,472 | $53,136-84.1% | $155,509-94.6% | $199,593-95.8% |
| Participation rate | 45.3% | 64.1%-18.8pp | 78.2%-32.9pp | 72.0%-26.7pp |
| Annual return | 12.95% | 41.15%-28.2pp | 64.67%-51.7pp | 34.25%-21.3pp |
| Employer contribution / active EE | $141 | $1,851-92.4% | $4,672-97.0% | $3,034-95.3% |
| Participant deferral / active EE | $713 | $3,161-77.5% | $5,626-87.3% | $5,087-86.0% |
| Admin fee / account holder | $69 | $185-62.8% | $15,912-99.6% | $269-74.4% |