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 | $20,770 | $78,485-73.5% | $106,213-80.4% | $74,495-72.1% |
| Participation rate | 58.9% | 72.8%-14.0pp | 75.3%-16.4pp | 67.2%-8.3pp |
| Annual return | 12.09% | 15.95%-3.9pp | 116.14%-104.0pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,434 | $2,523-43.2% | $3,171-54.8% | $2,623-45.3% |
| Participant deferral / active EE | $1,849 | $4,322-57.2% | $5,016-63.1% | $4,346-57.5% |
| Admin fee / account holder | $134 | $2,232-94.0% | $11,033-98.8% | $1,942-93.1% |