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 6-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 | $1,028 | $37,196-97.2% | $154,107-99.3% | $55,725-98.2% |
| Participation rate | 1.7% | 64.1%-62.4pp | 83.0%-81.4pp | 70.9%-69.2pp |
| Annual return | 0.00% | 1319.68%-1319.7pp | 735.12%-735.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $18 | $2,068-99.1% | $5,081-99.6% | $3,356-99.5% |
| Admin fee / account holder | $3 | $102-97.2% | $13,411-100.0% | $115-97.5% |