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.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $8,148 | $78,485-89.6% | $106,213-92.3% | $74,495-89.1% |
| Participation rate | 61.5% | 72.8%-11.3pp | 75.3%-13.8pp | 67.2%-5.7pp |
| Annual return | 160.74% | 15.95%+144.8pp | 116.14%+44.6pp | 1364.94%-1204.2pp |
| Employer contribution / active EE | $1,382 | $2,523-45.2% | $3,171-56.4% | $2,623-47.3% |
| Participant deferral / active EE | $1,831 | $4,322-57.6% | $5,016-63.5% | $4,346-57.9% |
| Admin fee / account holder | $79 | $2,232-96.5% | $11,033-99.3% | $1,942-95.9% |