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.
Annual investment return 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 | $15,909 | $104,317-84.7% | $159,436-90.0% | $86,799-81.7% |
| Participation rate | 55.7% | 77.7%-22.0pp | 82.8%-27.1pp | 72.3%-16.6pp |
| Annual return | -34.08% | 26.32%-60.4pp | 263.57%-297.6pp | 97.91%-132.0pp |
| Employer contribution / active EE | $3,989 | $3,451+15.6% | $4,829-17.4% | $2,405+65.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $1 | $172-99.7% | $10,799-100.0% | $170-99.7% |