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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,786 | $80,724-71.8% | $103,333-77.9% | $74,495-69.4% |
| Participation rate | 28.4% | 65.7%-37.2pp | 74.5%-46.1pp | 67.2%-38.8pp |
| Annual return | 12.73% | 27.56%-14.8pp | 24.88%-12.1pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,924 | $3,157-39.1% | $3,868-50.2% | $2,623-26.6% |
| Participant deferral / active EE | $2,215 | $3,860-42.6% | $5,057-56.2% | $4,346-49.0% |
| Admin fee / account holder | $178 | $2,368-92.5% | $8,355-97.9% | $1,942-90.8% |