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 3-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.
Employer 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 | $3,635 | $65,061-94.4% | $143,757-97.5% | $66,914-94.6% |
| Participation rate | 34.8% | 65.2%-30.4pp | 80.3%-45.5pp | 69.8%-35.0pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $161 | $2,361-93.2% | $4,951-96.8% | $2,544-93.7% |
| Participant deferral / active EE | $1,112 | $2,919-61.9% | $5,637-80.3% | $4,237-73.8% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |