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 3-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 | $4,063 | $65,061-93.8% | $143,757-97.2% | $66,914-93.9% |
| Participation rate | 65.7% | 65.2%+0.5pp | 80.3%-14.6pp | 69.8%-4.1pp |
| Annual return | 0.00% | -11.14%+11.1pp | -0.04%0pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,206 | $2,361-48.9% | $4,951-75.6% | $2,544-52.6% |
| Participant deferral / active EE | $1,465 | $2,919-49.8% | $5,637-74.0% | $4,237-65.4% |
| Admin fee / account holder | $14 | $502-97.2% | $14,673-99.9% | $593-97.7% |