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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,901 | $40,278-92.8% | $80,569-96.4% | $80,160-96.4% |
| Participation rate | 38.1% | 47.5%-9.4pp | 67.0%-28.9pp | 72.9%-34.8pp |
| Annual return | 215.55% | 50.86%+164.7pp | 935.43%-719.9pp | 40.38%+175.2pp |
| Employer contribution / active EE | $6,710 | $1,332+403.6% | $2,723+146.4% | $2,978+125.3% |
| Participant deferral / active EE | $262 | $2,696-90.3% | $4,447-94.1% | $5,017-94.8% |
| Admin fee / account holder | $11 | $210-94.8% | $5,377-99.8% | $145-92.4% |