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 9-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 | $11,195 | $62,928-82.2% | $172,739-93.5% | $67,579-83.4% |
| Participation rate | 51.5% | 64.5%-12.9pp | 82.6%-31.1pp | 71.3%-19.7pp |
| Annual return | 16.70% | 30.36%-13.7pp | 802.84%-786.1pp | 378.56%-361.9pp |
| Employer contribution / active EE | $378 | $1,636-76.9% | $5,143-92.6% | $2,148-82.4% |
| Participant deferral / active EE | $247 | $2,145-88.5% | $5,198-95.3% | $3,539-93.0% |
| Admin fee / account holder | $13 | $167-92.1% | $13,954-99.9% | $142-90.8% |