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 | $23,463 | $84,556-72.3% | $116,228-79.8% | $74,304-68.4% |
| Participation rate | 68.2% | 66.0%+2.2pp | 74.6%-6.3pp | 60.3%+7.9pp |
| Annual return | 14.58% | 18.35%-3.8pp | 90.06%-75.5pp | 29.43%-14.9pp |
| Employer contribution / active EE | $1,613 | $2,168-25.6% | $2,994-46.1% | $2,241-28.0% |
| Participant deferral / active EE | $1,841 | $3,814-51.7% | $4,953-62.8% | $3,767-51.1% |
| Admin fee / account holder | $126 | $3,792-96.7% | $11,989-99.0% | $2,969-95.8% |