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 | $12,275 | $44,764-72.6% | $68,791-82.2% | $64,808-81.1% |
| Participation rate | 44.4% | 64.8%-20.4pp | 69.0%-24.6pp | 71.5%-27.1pp |
| Annual return | -17.12% | -10.91%-6.2pp | -6.38%-10.7pp | 32.82%-49.9pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $216 | $3,238-93.3% | $3,941-94.5% | $4,310-95.0% |
| Admin fee / account holder | $189 | $151+25.0% | $4,932-96.2% | $188+0.8% |