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 | $3,577 | $43,133-91.7% | $89,391-96.0% | $73,488-95.1% |
| Participation rate | 50.8% | 55.0%-4.2pp | 68.0%-17.2pp | 70.7%-19.9pp |
| Annual return | 15.09% | 135.66%-120.6pp | 245.62%-230.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $657 | $2,445-73.1% | $3,890-83.1% | $3,740-82.4% |
| Admin fee / account holder | $17 | $444-96.3% | $4,881-99.7% | $513-96.8% |