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 8-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 | $4,516 | $52,953-91.5% | $172,739-97.4% | $65,185-93.1% |
| Participation rate | 6.3% | 66.2%-59.8pp | 82.6%-76.3pp | 70.2%-63.9pp |
| Annual return | 41.32% | 30.12%+11.2pp | 802.84%-761.5pp | 29.38%+11.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $304 | $2,471-87.7% | $5,198-94.2% | $3,514-91.4% |
| Admin fee / account holder | $59 | $472-87.6% | $13,954-99.6% | $847-93.1% |