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 3-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 | $2,427 | $49,915-95.1% | $154,803-98.4% | $74,304-96.7% |
| Participation rate | 69.7% | 54.0%+15.7pp | 78.1%-8.4pp | 60.3%+9.3pp |
| Annual return | 95.28% | 34.06%+61.2pp | 58.88%+36.4pp | 29.43%+65.8pp |
| Employer contribution / active EE | $284 | $1,611-82.4% | $4,305-93.4% | $2,241-87.3% |
| Participant deferral / active EE | $473 | $2,255-79.0% | $5,540-91.5% | $3,767-87.4% |
| Admin fee / account holder | $2 | $2,189-99.9% | $14,329-100.0% | $2,969-99.9% |