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 | $8,006 | $65,061-87.7% | $143,757-94.4% | $66,914-88.0% |
| Participation rate | 39.9% | 65.2%-25.3pp | 80.3%-40.4pp | 69.8%-29.9pp |
| Annual return | -12.39% | -11.14%-1.3pp | -0.04%-12.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $487 | $2,361-79.4% | $4,951-90.2% | $2,544-80.8% |
| Participant deferral / active EE | $926 | $2,919-68.3% | $5,637-83.6% | $4,237-78.1% |
| Admin fee / account holder | $50 | $502-90.0% | $14,673-99.7% | $593-91.6% |