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 | $14,156 | $47,126-70.0% | $149,673-90.5% | $74,419-81.0% |
| Participation rate | 31.1% | 63.4%-32.3pp | 78.8%-47.6pp | 70.7%-39.6pp |
| Annual return | 26.87% | 22.75%+4.1pp | 134.42%-107.6pp | 34.38%-7.5pp |
| Employer contribution / active EE | $527 | $1,905-72.4% | $4,818-89.1% | $2,637-80.0% |
| Participant deferral / active EE | $1,129 | $2,728-58.6% | $5,680-80.1% | $4,528-75.1% |
| Admin fee / account holder | $40 | $343-88.4% | $13,210-99.7% | $348-88.6% |