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 | $11,051 | $39,948-72.3% | $89,391-87.6% | $73,409-84.9% |
| Participation rate | 67.2% | 50.4%+16.8pp | 68.0%-0.8pp | 72.2%-5.0pp |
| Annual return | 17.03% | 50.12%-33.1pp | 245.62%-228.6pp | 59.29%-42.3pp |
| Employer contribution / active EE | $1,151 | $1,200-4.1% | $2,586-55.5% | $2,234-48.5% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,881-100.0% | $158-100.0% |