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 | $11,021 | $76,670-85.6% | $96,683-88.6% | $71,457-84.6% |
| Participation rate | 47.1% | 66.6%-19.4pp | 74.3%-27.2pp | 67.9%-20.8pp |
| Annual return | 43.85% | 48.29%-4.4pp | 35.69%+8.2pp | 28.85%+15.0pp |
| Employer contribution / active EE | $1,188 | $3,031-60.8% | $3,737-68.2% | $2,588-54.1% |
| Participant deferral / active EE | $2,105 | $3,771-44.2% | $4,878-56.8% | $4,289-50.9% |
| Admin fee / account holder | $50 | $2,028-97.6% | $6,730-99.3% | $1,587-96.9% |