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 6-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 | $9,083 | $65,061-86.0% | $143,757-93.7% | $66,914-86.4% |
| Participation rate | 30.5% | 65.2%-34.7pp | 80.3%-49.8pp | 69.8%-39.3pp |
| Annual return | -11.01% | -11.14%+0.1pp | -0.04%-11.0pp | 1.58%-12.6pp |
| Employer contribution / active EE | $491 | $2,361-79.2% | $4,951-90.1% | $2,544-80.7% |
| Participant deferral / active EE | $1,306 | $2,919-55.3% | $5,637-76.8% | $4,237-69.2% |
| Admin fee / account holder | $41 | $502-91.9% | $14,673-99.7% | $593-93.2% |