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 9-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 | $23,664 | $96,484-75.5% | $156,263-84.9% | $74,304-68.2% |
| Participation rate | 64.7% | 67.7%-3.0pp | 78.9%-14.2pp | 60.3%+4.4pp |
| Annual return | 15.67% | 17.73%-2.1pp | 59.47%-43.8pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,775 | $2,528-29.8% | $4,333-59.0% | $2,241-20.8% |
| Participant deferral / active EE | $2,699 | $4,286-37.0% | $6,158-56.2% | $3,767-28.4% |
| Admin fee / account holder | $15 | $3,728-99.6% | $14,255-99.9% | $2,969-99.5% |