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.
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 | $11,824 | $65,435-81.9% | $86,677-86.4% | $66,914-82.3% |
| Participation rate | 58.6% | 75.5%-16.8pp | 76.6%-17.9pp | 69.8%-11.2pp |
| Annual return | -17.31% | -10.89%-6.4pp | 35.91%-53.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,239 | $2,153-42.4% | $2,836-56.3% | $2,544-51.3% |
| Participant deferral / active EE | $1,782 | $4,100-56.5% | $4,656-61.7% | $4,237-57.9% |
| Admin fee / account holder | $8 | $642-98.7% | $7,493-99.9% | $593-98.6% |