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 8-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 | $18,841 | $69,362-72.8% | $101,248-81.4% | $73,488-74.4% |
| Participation rate | 52.3% | 68.4%-16.0pp | 75.8%-23.5pp | 70.7%-18.3pp |
| Annual return | 24.09% | 18.46%+5.6pp | 46.47%-22.4pp | 28.51%-4.4pp |
| Employer contribution / active EE | $1,501 | $2,628-42.9% | $3,660-59.0% | $2,270-33.9% |
| Participant deferral / active EE | $2,014 | $3,300-39.0% | $4,370-53.9% | $3,740-46.1% |
| Admin fee / account holder | $4 | $704-99.4% | $5,945-99.9% | $513-99.2% |