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 6-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 | $9,073 | $34,677-73.8% | $77,024-88.2% | $64,808-86.0% |
| Participation rate | 1.8% | 49.8%-48.1pp | 67.9%-66.2pp | 71.5%-69.7pp |
| Annual return | 42.95% | -5.33%+48.3pp | 42.32%+0.6pp | 32.82%+10.1pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $187 | $2,556-92.7% | $4,426-95.8% | $4,310-95.7% |
| Admin fee / account holder | $135 | $179-24.4% | $5,425-97.5% | $188-28.1% |