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.
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 | $28,994 | $70,908-59.1% | $98,907-70.7% | $73,488-60.5% |
| Participation rate | 18.5% | 73.8%-55.3pp | 76.0%-57.6pp | 70.7%-52.2pp |
| Annual return | 14.13% | 34.17%-20.0pp | 196.43%-182.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $600 | $2,036-70.5% | $2,689-77.7% | $2,270-73.6% |
| Participant deferral / active EE | $698 | $3,500-80.1% | $4,244-83.6% | $3,740-81.3% |
| Admin fee / account holder | $73 | $535-86.4% | $6,642-98.9% | $513-85.8% |