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.
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 | $13,468 | $58,879-77.1% | $178,490-92.5% | $73,488-81.7% |
| Participation rate | 69.4% | 66.2%+3.1pp | 81.9%-12.6pp | 70.7%-1.3pp |
| Annual return | 27.59% | 24.86%+2.7pp | 151.07%-123.5pp | 28.51%-0.9pp |
| Employer contribution / active EE | $289 | $2,236-87.1% | $5,011-94.2% | $2,270-87.3% |
| Participant deferral / active EE | $1,508 | $2,567-41.3% | $5,202-71.0% | $3,740-59.7% |
| Admin fee / account holder | $21 | $400-94.8% | $13,984-99.9% | $513-96.0% |