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.
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 | $7,199 | $64,119-88.8% | $112,228-93.6% | $66,914-89.2% |
| Participation rate | 35.2% | 68.5%-33.3pp | 75.1%-39.8pp | 69.8%-34.6pp |
| Annual return | -16.17% | -13.81%-2.4pp | 27.45%-43.6pp | 1.58%-17.8pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $728 | $3,693-80.3% | $4,728-84.6% | $4,237-82.8% |
| Admin fee / account holder | $22 | $625-96.4% | $6,410-99.7% | $593-96.3% |