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 3-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 | $19,605 | $55,416-64.6% | $75,972-74.2% | $77,643-74.7% |
| Participation rate | 33.6% | 63.6%-30.0pp | 69.1%-35.5pp | 70.6%-37.0pp |
| Annual return | 16.00% | 17.07%-1.1pp | 359.55%-343.6pp | 31.24%-15.2pp |
| Employer contribution / active EE | $745 | $1,788-58.3% | $2,685-72.2% | $2,726-72.7% |
| Participant deferral / active EE | $1,734 | $3,447-49.7% | $4,255-59.3% | $4,647-62.7% |
| Admin fee / account holder | $147 | $414-64.5% | $6,467-97.7% | $430-65.9% |