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 7-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 | $14,176 | $74,089-80.9% | $133,980-89.4% | $55,167-74.3% |
| Participation rate | 69.6% | 84.3%-14.6pp | 87.1%-17.4pp | 69.0%+0.7pp |
| Annual return | 50.24% | 12.11%+38.1pp | 29.30%+20.9pp | 169.23%-119.0pp |
| Employer contribution / active EE | $1,263 | $3,064-58.8% | $5,211-75.8% | $1,963-35.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |