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.
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 | $17,850 | $42,548-58.0% | $74,550-76.1% | $56,287-68.3% |
| Participation rate | 50.6% | 60.5%-9.9pp | 69.1%-18.5pp | 69.9%-19.2pp |
| Annual return | 32.52% | 12.40%+20.1pp | 32.53%0pp | -9.96%+42.5pp |
| Employer contribution / active EE | $283 | $855-66.8% | $1,961-85.5% | $2,111-86.6% |
| Participant deferral / active EE | $1,558 | $2,277-31.6% | $3,108-49.9% | $3,350-53.5% |
| Admin fee / account holder | $57 | $467-87.8% | $5,060-98.9% | $521-89.1% |