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 6-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 | $9,912 | $62,928-84.2% | $172,739-94.3% | $67,579-85.3% |
| Participation rate | 32.4% | 64.5%-32.1pp | 82.6%-50.2pp | 71.3%-38.9pp |
| Annual return | 33.32% | 30.36%+3.0pp | 802.84%-769.5pp | 378.56%-345.2pp |
| Employer contribution / active EE | $563 | $1,636-65.6% | $5,143-89.0% | $2,148-73.8% |
| Participant deferral / active EE | $918 | $2,145-57.2% | $5,198-82.3% | $3,539-74.1% |
| Admin fee / account holder | $48 | $167-71.1% | $13,954-99.7% | $142-66.1% |