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 | $3,041 | $99,957-97.0% | $149,696-98.0% | $73,488-95.9% |
| Participation rate | 20.1% | 75.7%-55.6pp | 82.5%-62.3pp | 70.7%-50.5pp |
| Annual return | 18.05% | 53.87%-35.8pp | 276.60%-258.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $358 | $6,073-94.1% | $6,842-94.8% | $3,740-90.4% |
| Admin fee / account holder | $26 | $551-95.3% | $9,309-99.7% | $513-95.0% |