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 | $4,489 | $55,415-91.9% | $155,509-97.1% | $74,495-94.0% |
| Participation rate | 45.7% | 61.9%-16.2pp | 78.2%-32.5pp | 67.2%-21.5pp |
| Annual return | 9.92% | 268.50%-258.6pp | 64.67%-54.8pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $556 | $2,267-75.5% | $4,672-88.1% | $2,623-78.8% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,626-100.0% | $4,346-100.0% |
| Admin fee / account holder | $4 | $1,738-99.7% | $15,912-100.0% | $1,942-99.8% |