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 | $314 | $89,588-99.6% | $136,007-99.8% | $77,643-99.6% |
| Participation rate | 50.8% | 74.3%-23.5pp | 76.5%-25.7pp | 70.6%-19.8pp |
| Annual return | 21.41% | 17.42%+4.0pp | 579.32%-557.9pp | 31.24%-9.8pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $4,217-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $5,591-100.0% | $7,025-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $539-100.0% | $6,858-100.0% | $430-100.0% |