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 | $3,993 | $50,815-92.1% | $155,509-97.4% | $77,643-94.9% |
| Participation rate | 54.2% | 63.1%-8.9pp | 78.2%-24.0pp | 70.6%-16.4pp |
| Annual return | 21.26% | 34.80%-13.5pp | 64.67%-43.4pp | 31.24%-10.0pp |
| Employer contribution / active EE | $460 | $1,993-76.9% | $4,672-90.1% | $2,726-83.1% |
| Participant deferral / active EE | $1,586 | $2,822-43.8% | $5,626-71.8% | $4,647-65.9% |
| Admin fee / account holder | $26 | $437-94.1% | $15,912-99.8% | $430-94.0% |