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.
Employer 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 | $17,403 | $91,746-81.0% | $146,665-88.1% | $93,030-81.3% |
| Participation rate | 65.3% | 80.9%-15.7pp | 80.1%-14.8pp | 73.9%-8.6pp |
| Annual return | 24.02% | 18.28%+5.7pp | 22.74%+1.3pp | 158.70%-134.7pp |
| Employer contribution / active EE | $579 | $2,815-79.4% | $4,136-86.0% | $2,706-78.6% |
| Participant deferral / active EE | $0 | $4,589-100.0% | $5,506-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $10,280-100.0% | $152-100.0% |