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 8-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 | $16,383 | $81,474-79.9% | $133,956-87.8% | $73,488-77.7% |
| Participation rate | 38.8% | 76.4%-37.6pp | 79.8%-41.0pp | 70.7%-31.9pp |
| Annual return | 23.58% | 19.40%+4.2pp | 45.09%-21.5pp | 28.51%-4.9pp |
| Employer contribution / active EE | $778 | $2,209-64.8% | $3,919-80.2% | $2,270-65.8% |
| Participant deferral / active EE | $1,438 | $3,786-62.0% | $5,048-71.5% | $3,740-61.5% |
| Admin fee / account holder | $143 | $713-80.0% | $8,927-98.4% | $513-72.2% |