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 7-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 | $14,282 | $59,584-76.0% | $86,874-83.6% | $79,386-82.0% |
| Participation rate | 62.9% | 67.7%-4.8pp | 71.6%-8.8pp | 70.7%-7.8pp |
| Annual return | 31.08% | 23.15%+7.9pp | 63.52%-32.4pp | 116.85%-85.8pp |
| Employer contribution / active EE | $1,175 | $1,768-33.6% | $2,495-52.9% | $2,427-51.6% |
| Participant deferral / active EE | $2,351 | $3,036-22.6% | $3,699-36.4% | $4,046-41.9% |
| Admin fee / account holder | $21 | $604-96.5% | $5,828-99.6% | $626-96.7% |