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 10-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 | $9,705 | $55,415-82.5% | $155,509-93.8% | $74,495-87.0% |
| Participation rate | 39.3% | 61.9%-22.6pp | 78.2%-38.9pp | 67.2%-27.9pp |
| Annual return | 13.33% | 268.50%-255.2pp | 64.67%-51.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $508 | $2,267-77.6% | $4,672-89.1% | $2,623-80.7% |
| Participant deferral / active EE | $877 | $2,836-69.1% | $5,626-84.4% | $4,346-79.8% |
| Admin fee / account holder | $61 | $1,738-96.5% | $15,912-99.6% | $1,942-96.9% |