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 5-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 | $11,441 | $99,957-88.6% | $149,696-92.4% | $73,488-84.4% |
| Participation rate | 67.8% | 75.7%-7.9pp | 82.5%-14.6pp | 70.7%-2.9pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $2,136 | $3,191-33.1% | $4,644-54.0% | $2,270-5.9% |
| Participant deferral / active EE | $3,502 | $6,073-42.3% | $6,842-48.8% | $3,740-6.4% |
| Admin fee / account holder | $14 | $551-97.4% | $9,309-99.8% | $513-97.2% |