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 3-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 | $2,515 | $50,815-95.1% | $155,509-98.4% | $77,643-96.8% |
| Participation rate | 20.9% | 63.1%-42.2pp | 78.2%-57.3pp | 70.6%-49.7pp |
| Annual return | 28.53% | 34.80%-6.3pp | 64.67%-36.1pp | 31.24%-2.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $453 | $2,822-83.9% | $5,626-91.9% | $4,647-90.3% |
| Admin fee / account holder | $101 | $437-76.8% | $15,912-99.4% | $430-76.4% |