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 9-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 | $16,610 | $45,283-63.3% | $155,790-89.3% | $52,331-68.3% |
| Participation rate | 33.3% | 62.2%-28.9pp | 76.1%-42.8pp | 68.1%-34.8pp |
| Annual return | 13.66% | 1.80%+11.9pp | 71.54%-57.9pp | 4.54%+9.1pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,836-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,963 | $2,854-31.2% | $4,797-59.1% | $3,022-35.1% |
| Admin fee / account holder | $116 | $981-88.2% | $7,478-98.4% | $592-80.4% |