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 3-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 | $2,138 | $84,487-97.5% | $125,339-98.3% | $66,914-96.8% |
| Participation rate | 2.5% | 76.4%-74.0pp | 82.4%-79.9pp | 69.8%-67.3pp |
| Annual return | -2.01% | -8.39%+6.4pp | 572.05%-574.1pp | 1.58%-3.6pp |
| Employer contribution / active EE | $16 | $3,553-99.5% | $4,814-99.7% | $2,544-99.4% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |