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 6-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 | $8,751 | $56,114-84.4% | $96,139-90.9% | $85,850-89.8% |
| Participation rate | 37.8% | 56.7%-18.9pp | 68.4%-30.7pp | 69.3%-31.5pp |
| Annual return | 11.72% | 42.30%-30.6pp | 191.94%-180.2pp | 318.53%-306.8pp |
| Employer contribution / active EE | $554 | $1,620-65.8% | $2,797-80.2% | $2,565-78.4% |
| Participant deferral / active EE | $210 | $2,859-92.7% | $4,349-95.2% | $3,952-94.7% |
| Admin fee / account holder | $52 | $3,768-98.6% | $5,537-99.1% | $6,260-99.2% |