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 4-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 | $17,276 | $78,275-77.9% | $109,143-84.2% | $86,799-80.1% |
| Participation rate | 59.4% | 73.8%-14.5pp | 75.9%-16.5pp | 72.3%-12.9pp |
| Annual return | -89.65% | 19.14%-108.8pp | 25.75%-115.4pp | 97.91%-187.6pp |
| Employer contribution / active EE | $9,684 | $3,105+211.9% | $3,722+160.2% | $2,405+302.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $4 | $198-97.9% | $6,752-99.9% | $170-97.6% |