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 | $19,200 | $59,186-67.6% | $76,768-75.0% | $56,287-65.9% |
| Participation rate | 59.7% | 75.2%-15.5pp | 77.0%-17.3pp | 69.9%-10.2pp |
| Annual return | -3.07% | 6.62%-9.7pp | 2.43%-5.5pp | -9.96%+6.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,151 | $3,255-3.2% | $3,852-18.2% | $3,350-5.9% |
| Admin fee / account holder | $21 | $489-95.6% | $6,675-99.7% | $521-95.9% |