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.
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 | $23,621 | $105,181-77.5% | $159,436-85.2% | $85,850-72.5% |
| Participation rate | 43.5% | 75.8%-32.3pp | 82.8%-39.3pp | 69.3%-25.8pp |
| Annual return | 15.61% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-302.9pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,055 | $5,945-31.8% | $7,352-44.8% | $3,952+2.6% |
| Admin fee / account holder | $28 | $6,933-99.6% | $10,799-99.7% | $6,260-99.6% |