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 5-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 | $5,041 | $56,485-91.1% | $185,823-97.3% | $86,799-94.2% |
| Participation rate | 40.0% | 65.5%-25.5pp | 81.7%-41.7pp | 72.3%-32.3pp |
| Annual return | 20.24% | 118.04%-97.8pp | 122.05%-101.8pp | 97.91%-77.7pp |
| Employer contribution / active EE | $185 | $1,843-89.9% | $5,167-96.4% | $2,405-92.3% |
| Participant deferral / active EE | $1,271 | $2,553-50.2% | $5,568-77.2% | $4,131-69.2% |
| Admin fee / account holder | $42 | $150-71.9% | $16,237-99.7% | $170-75.2% |