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 5-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 | $29,780 | $89,436-66.7% | $164,813-81.9% | $77,643-61.6% |
| Participation rate | 42.7% | 78.6%-35.9pp | 78.6%-35.9pp | 70.6%-27.9pp |
| Annual return | 25.98% | 28.83%-2.8pp | 69.93%-44.0pp | 31.24%-5.3pp |
| Employer contribution / active EE | $1,233 | $2,569-52.0% | $4,341-71.6% | $2,726-54.8% |
| Participant deferral / active EE | $2,301 | $4,897-53.0% | $6,031-61.9% | $4,647-50.5% |
| Admin fee / account holder | $104 | $339-69.4% | $12,690-99.2% | $430-75.8% |