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 7-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 | $16,648 | $136,307-87.8% | $177,821-90.6% | $73,488-77.3% |
| Participation rate | 51.9% | 86.1%-34.3pp | 87.7%-35.9pp | 70.7%-18.8pp |
| Annual return | 15.83% | 18.68%-2.8pp | 48.32%-32.5pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,848 | $3,712-50.2% | $5,918-68.8% | $2,270-18.6% |
| Participant deferral / active EE | $2,732 | $5,829-53.1% | $7,714-64.6% | $3,740-26.9% |
| Admin fee / account holder | $134 | $596-77.5% | $12,427-98.9% | $513-73.9% |