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 | $7,733 | $58,879-86.9% | $178,490-95.7% | $73,488-89.5% |
| Participation rate | 37.2% | 66.2%-29.0pp | 81.9%-44.7pp | 70.7%-33.5pp |
| Annual return | 19.97% | 24.86%-4.9pp | 151.07%-131.1pp | 28.51%-8.5pp |
| Employer contribution / active EE | $392 | $2,236-82.5% | $5,011-92.2% | $2,270-82.7% |
| Participant deferral / active EE | $661 | $2,567-74.2% | $5,202-87.3% | $3,740-82.3% |
| Admin fee / account holder | $7 | $400-98.2% | $13,984-99.9% | $513-98.6% |