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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,767 | $61,156-85.7% | $185,823-95.3% | $79,386-89.0% |
| Participation rate | 50.5% | 66.6%-16.1pp | 81.7%-31.2pp | 70.7%-20.2pp |
| Annual return | 13.76% | 19.45%-5.7pp | 122.05%-108.3pp | 116.85%-103.1pp |
| Employer contribution / active EE | $597 | $2,321-74.3% | $5,167-88.4% | $2,427-75.4% |
| Participant deferral / active EE | $1,076 | $2,789-61.4% | $5,568-80.7% | $4,046-73.4% |
| Admin fee / account holder | $49 | $710-93.1% | $16,237-99.7% | $626-92.2% |