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 | $19,610 | $106,236-81.5% | $112,228-82.5% | $64,808-69.7% |
| Participation rate | 46.4% | 71.7%-25.2pp | 75.1%-28.6pp | 71.5%-25.0pp |
| Annual return | -8.48% | -6.02%-2.5pp | 27.45%-35.9pp | 32.82%-41.3pp |
| Employer contribution / active EE | $1,245 | $3,166-60.7% | $3,635-65.8% | $2,506-50.3% |
| Participant deferral / active EE | $2,071 | $3,785-45.3% | $4,728-56.2% | $4,310-52.0% |
| Admin fee / account holder | $160 | $452-64.5% | $6,410-97.5% | $188-14.5% |