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.
Annual investment return 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 | $11,213 | $41,647-73.1% | $96,139-88.3% | $86,799-87.1% |
| Participation rate | 53.0% | 50.2%+2.7pp | 68.4%-15.5pp | 72.3%-19.3pp |
| Annual return | -8.87% | 27.24%-36.1pp | 191.94%-200.8pp | 97.91%-106.8pp |
| Employer contribution / active EE | $3,005 | $1,318+128.1% | $2,797+7.4% | $2,405+24.9% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,349-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $169-100.0% | $5,537-100.0% | $170-100.0% |