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 9-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 | $15,290 | $55,636-72.5% | $81,983-81.3% | $73,488-79.2% |
| Participation rate | 62.1% | 62.3%-0.2pp | 69.2%-7.2pp | 70.7%-8.6pp |
| Annual return | 17.01% | 19.07%-2.1pp | 41.31%-24.3pp | 28.51%-11.5pp |
| Employer contribution / active EE | $0 | $1,625-100.0% | $2,498-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $996 | $2,762-63.9% | $3,722-73.2% | $3,740-73.4% |
| Admin fee / account holder | $166 | $493-66.2% | $5,664-97.1% | $513-67.5% |