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 | $6,016 | $84,936-92.9% | $111,297-94.6% | $79,386-92.4% |
| Participation rate | 48.7% | 75.9%-27.2pp | 77.3%-28.6pp | 70.7%-22.0pp |
| Annual return | 0.00% | 17.45%-17.5pp | 54.65%-54.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $2,137 | $1,979+8.0% | $2,731-21.8% | $2,427-12.0% |
| Participant deferral / active EE | $700 | $3,888-82.0% | $4,487-84.4% | $4,046-82.7% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |