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 | $9,466 | $73,867-87.2% | $143,757-93.4% | $68,494-86.2% |
| Participation rate | 58.8% | 66.7%-7.9pp | 80.3%-21.5pp | 67.9%-9.1pp |
| Annual return | -18.27% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,073 | $3,184-66.3% | $4,951-78.3% | $2,596-58.7% |
| Participant deferral / active EE | $1,671 | $3,384-50.6% | $5,637-70.4% | $4,027-58.5% |
| Admin fee / account holder | $22 | $5,755-99.6% | $14,673-99.8% | $5,403-99.6% |