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 | $34,465 | $88,890-61.2% | $102,423-66.4% | $77,643-55.6% |
| Participation rate | 66.5% | 80.9%-14.4pp | 76.5%-10.0pp | 70.6%-4.0pp |
| Annual return | 12.22% | 24.98%-12.8pp | 29.32%-17.1pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,137 | $2,698-20.8% | $3,023-29.3% | $2,726-21.6% |
| Participant deferral / active EE | $2,964 | $5,145-42.4% | $5,053-41.3% | $4,647-36.2% |
| Admin fee / account holder | $22 | $235-90.5% | $9,451-99.8% | $430-94.8% |