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 | $17,829 | $102,382-82.6% | $147,005-87.9% | $80,874-78.0% |
| Participation rate | 64.6% | 75.8%-11.3pp | 82.2%-17.6pp | 67.6%-3.1pp |
| Annual return | -31.56% | 134.89%-166.5pp | 418.76%-450.3pp | 35.62%-67.2pp |
| Employer contribution / active EE | $1,073 | $3,715-71.1% | $4,934-78.3% | $2,756-61.1% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |