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 4-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 | $3,655 | $27,839-86.9% | $58,482-93.8% | $71,457-94.9% |
| Participation rate | 61.9% | 34.5%+27.4pp | 50.9%+11.0pp | 67.9%-6.0pp |
| Annual return | 24.04% | 26.81%-2.8pp | 4239.32%-4215.3pp | 28.85%-4.8pp |
| Employer contribution / active EE | $490 | $631-22.4% | $1,053-53.5% | $2,588-81.1% |
| Participant deferral / active EE | $1,064 | $1,206-11.8% | $1,924-44.7% | $4,289-75.2% |
| Admin fee / account holder | $60 | $1,641-96.3% | $2,516-97.6% | $1,587-96.2% |