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 8-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 | $10,162 | $46,292-78.0% | $143,757-92.9% | $64,808-84.3% |
| Participation rate | 34.7% | 64.2%-29.5pp | 80.3%-45.6pp | 71.5%-36.7pp |
| Annual return | -15.64% | -10.05%-5.6pp | -0.04%-15.6pp | 32.82%-48.5pp |
| Employer contribution / active EE | $799 | $1,910-58.2% | $4,951-83.9% | $2,506-68.1% |
| Participant deferral / active EE | $1,070 | $2,646-59.6% | $5,637-81.0% | $4,310-75.2% |
| Admin fee / account holder | $34 | $154-78.2% | $14,673-99.8% | $188-82.1% |