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 9-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 | $4,533 | $28,416-84.0% | $73,545-93.8% | $69,631-93.5% |
| Participation rate | 12.8% | 38.3%-25.6pp | 54.9%-42.1pp | 70.7%-57.9pp |
| Annual return | 32.62% | -694.13%+726.8pp | -15.16%+47.8pp | 27571.02%-27538.4pp |
| Employer contribution / active EE | $109 | $430-74.8% | $1,219-91.1% | $2,032-94.7% |
| Participant deferral / active EE | $340 | $897-62.1% | $1,806-81.2% | $3,224-89.5% |
| Admin fee / account holder | $73 | $104-29.9% | $2,320-96.8% | $110-33.8% |