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.
Participant 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 | $17,154 | $65,435-73.8% | $86,677-80.2% | $66,914-74.4% |
| Participation rate | 47.5% | 75.5%-28.0pp | 76.6%-29.1pp | 69.8%-22.3pp |
| Annual return | -15.22% | -10.89%-4.3pp | 35.91%-51.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,213 | $2,153-43.7% | $2,836-57.2% | $2,544-52.3% |
| Participant deferral / active EE | $1,842 | $4,100-55.1% | $4,656-60.4% | $4,237-56.5% |
| Admin fee / account holder | $21 | $642-96.8% | $7,493-99.7% | $593-96.5% |