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 4-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 | $976 | $61,156-98.4% | $185,823-99.5% | $79,386-98.8% |
| Participation rate | 19.9% | 66.6%-46.8pp | 81.7%-61.8pp | 70.7%-50.8pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.05%-122.1pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $231 | $2,789-91.7% | $5,568-95.9% | $4,046-94.3% |
| Admin fee / account holder | $5 | $710-99.3% | $16,237-100.0% | $626-99.2% |