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.
Annual investment return 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 | $4,555 | $61,272-92.6% | $149,673-97.0% | $71,457-93.6% |
| Participation rate | 31.9% | 62.5%-30.6pp | 78.8%-46.9pp | 67.9%-36.0pp |
| Annual return | 7.94% | 35.85%-27.9pp | 134.42%-126.5pp | 28.85%-20.9pp |
| Employer contribution / active EE | $382 | $2,378-84.0% | $4,818-92.1% | $2,588-85.3% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $5 | $1,261-99.6% | $13,210-100.0% | $1,587-99.7% |