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 5-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 | $5,443 | $55,214-90.1% | $104,607-94.8% | $73,488-92.6% |
| Participation rate | 53.4% | 67.8%-14.5pp | 74.1%-20.7pp | 70.7%-17.3pp |
| Annual return | 0.00% | 24.79%-24.8pp | 340.46%-340.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $827 | $1,468-43.6% | $2,681-69.1% | $2,270-63.6% |
| Participant deferral / active EE | $961 | $2,925-67.1% | $3,740-74.3% | $3,740-74.3% |
| Admin fee / account holder | $21 | $424-95.0% | $6,473-99.7% | $513-95.8% |