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.
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 | $1,449 | $73,102-98.0% | $123,544-98.8% | $56,287-97.4% |
| Participation rate | 20.5% | 74.3%-53.8pp | 82.3%-61.8pp | 69.9%-49.3pp |
| Annual return | -7.05% | 3.01%-10.1pp | 119.20%-126.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $232 | $5,423-95.7% | $6,426-96.4% | $3,350-93.1% |
| Admin fee / account holder | $63 | $554-88.7% | $9,284-99.3% | $521-87.9% |