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 | $11,642 | $64,119-81.8% | $112,228-89.6% | $66,914-82.6% |
| Participation rate | 64.5% | 68.5%-3.9pp | 75.1%-10.5pp | 69.8%-5.3pp |
| Annual return | -11.13% | -13.81%+2.7pp | 27.45%-38.6pp | 1.58%-12.7pp |
| Employer contribution / active EE | $1,184 | $3,005-60.6% | $3,635-67.4% | $2,544-53.5% |
| Participant deferral / active EE | $2,112 | $3,693-42.8% | $4,728-55.3% | $4,237-50.2% |
| Admin fee / account holder | $46 | $625-92.7% | $6,410-99.3% | $593-92.3% |