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 7-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 | $4,985 | $54,573-90.9% | $90,951-94.5% | $73,488-93.2% |
| Participation rate | 49.5% | 61.2%-11.6pp | 69.0%-19.5pp | 70.7%-21.1pp |
| Annual return | 44.00% | 16.69%+27.3pp | 134.60%-90.6pp | 28.51%+15.5pp |
| Employer contribution / active EE | $686 | $991-30.8% | $2,122-67.7% | $2,270-69.8% |
| Participant deferral / active EE | $1,087 | $2,517-56.8% | $3,373-67.8% | $3,740-70.9% |
| Admin fee / account holder | $27 | $521-94.9% | $5,959-99.6% | $513-94.8% |