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 | $4,677 | $49,915-90.6% | $154,803-97.0% | $74,304-93.7% |
| Participation rate | 43.5% | 54.0%-10.5pp | 78.1%-34.6pp | 60.3%-16.9pp |
| Annual return | 7.11% | 34.06%-26.9pp | 58.88%-51.8pp | 29.43%-22.3pp |
| Employer contribution / active EE | $520 | $1,611-67.7% | $4,305-87.9% | $2,241-76.8% |
| Participant deferral / active EE | $0 | $2,255-100.0% | $5,540-100.0% | $3,767-100.0% |
| Admin fee / account holder | $5 | $2,189-99.8% | $14,329-100.0% | $2,969-99.8% |