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 | $21,219 | $71,957-70.5% | $67,652-68.6% | $59,188-64.2% |
| Participation rate | 58.8% | 82.7%-23.9pp | 75.7%-16.9pp | 69.4%-10.6pp |
| Annual return | -5.32% | 8.53%-13.8pp | 6625.04%-6630.4pp | 5.51%-10.8pp |
| Employer contribution / active EE | $1,321 | $2,432-45.7% | $2,266-41.7% | $2,098-37.0% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $3,560-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $64-99.8% | $4,821-100.0% | $92-99.8% |