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.
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 | $3,417 | $63,745-94.6% | $98,442-96.5% | $79,386-95.7% |
| Participation rate | 18.6% | 69.9%-51.3pp | 73.3%-54.7pp | 70.7%-52.1pp |
| Annual return | 0.00% | 625.80%-625.8pp | 1492.73%-1492.7pp | 116.85%-116.9pp |
| Employer contribution / active EE | $0 | $2,557-100.0% | $2,960-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $494 | $3,303-85.0% | $4,276-88.4% | $4,046-87.8% |
| Admin fee / account holder | $47 | $516-90.9% | $5,949-99.2% | $626-92.5% |