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 | $4,719 | $64,311-92.7% | $110,238-95.7% | $75,289-93.7% |
| Participation rate | 67.0% | 79.3%-12.2pp | 79.8%-12.8pp | 72.4%-5.4pp |
| Annual return | 35.42% | -1.74%+37.2pp | 314.74%-279.3pp | -0.04%+35.5pp |
| Employer contribution / active EE | $0 | $2,404-100.0% | $3,826-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $4,672-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $8,547-100.0% | $102-100.0% |