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.
Employer 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 | $24,989 | $76,050-67.1% | $96,544-74.1% | $71,457-65.0% |
| Participation rate | 60.2% | 74.4%-14.2pp | 76.0%-15.8pp | 67.9%-7.8pp |
| Annual return | 14.09% | 22.81%-8.7pp | 25.84%-11.8pp | 28.85%-14.8pp |
| Employer contribution / active EE | $493 | $2,244-78.0% | $2,965-83.4% | $2,588-80.9% |
| Participant deferral / active EE | $2,671 | $4,215-36.6% | $4,851-44.9% | $4,289-37.7% |
| Admin fee / account holder | $5 | $2,707-99.8% | $8,252-99.9% | $1,587-99.7% |