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 | $20,353 | $49,451-58.8% | $79,550-74.4% | $66,914-69.6% |
| Participation rate | 54.6% | 61.3%-6.7pp | 69.5%-14.9pp | 69.8%-15.2pp |
| Annual return | -19.65% | 84.25%-103.9pp | 0.16%-19.8pp | 1.58%-21.2pp |
| Employer contribution / active EE | $982 | $1,266-22.4% | $2,413-59.3% | $2,544-61.4% |
| Participant deferral / active EE | $2,467 | $3,159-21.9% | $3,985-38.1% | $4,237-41.8% |
| Admin fee / account holder | $197 | $595-66.8% | $6,832-97.1% | $593-66.7% |