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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,091 | $65,041-73.7% | $90,951-81.2% | $79,858-78.6% |
| Participation rate | 41.3% | 61.6%-20.3pp | 69.0%-27.7pp | 69.6%-28.3pp |
| Annual return | 7.52% | 30.45%-22.9pp | 134.60%-127.1pp | 31.71%-24.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,255 | $2,512-50.1% | $3,373-62.8% | $3,740-66.5% |
| Admin fee / account holder | $167 | $4,536-96.3% | $5,959-97.2% | $5,306-96.8% |