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 7-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 | $5,106 | $31,679-83.9% | $74,701-93.2% | $65,185-92.2% |
| Participation rate | 51.9% | 40.4%+11.5pp | 54.5%-2.6pp | 70.2%-18.3pp |
| Annual return | 28.02% | 39.04%-11.0pp | 752.92%-724.9pp | 29.38%-1.4pp |
| Employer contribution / active EE | $439 | $566-22.5% | $1,084-59.5% | $2,177-79.8% |
| Participant deferral / active EE | $1,002 | $1,191-15.8% | $1,964-49.0% | $3,514-71.5% |
| Admin fee / account holder | $21 | $379-94.5% | $3,333-99.4% | $847-97.6% |