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 8-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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,313 | $66,124-75.3% | $90,404-82.0% | $73,488-77.8% |
| Participation rate | 49.2% | 69.7%-20.5pp | 72.7%-23.5pp | 70.7%-21.5pp |
| Annual return | 16.29% | 17.65%-1.4pp | 1293.02%-1276.7pp | 28.51%-12.2pp |
| Employer contribution / active EE | $728 | $2,346-69.0% | $3,262-77.7% | $2,270-67.9% |
| Participant deferral / active EE | $1,484 | $3,039-51.2% | $3,963-62.6% | $3,740-60.3% |
| Admin fee / account holder | $22 | $396-94.6% | $5,611-99.6% | $513-95.8% |