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 10-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 | $12,484 | $47,126-73.5% | $149,673-91.7% | $74,419-83.2% |
| Participation rate | 68.0% | 63.4%+4.6pp | 78.8%-10.8pp | 70.7%-2.7pp |
| Annual return | 14.04% | 22.75%-8.7pp | 134.42%-120.4pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,030 | $1,905-46.0% | $4,818-78.6% | $2,637-61.0% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $159 | $343-53.5% | $13,210-98.8% | $348-54.2% |