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 5-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 | $13,816 | $58,320-76.3% | $86,436-84.0% | $66,914-79.4% |
| Participation rate | 69.5% | 78.6%-9.1pp | 80.3%-10.9pp | 69.8%-0.3pp |
| Annual return | -3.35% | -9.71%+6.4pp | 4394.89%-4398.2pp | 1.58%-4.9pp |
| Employer contribution / active EE | $2,880 | $2,615+10.1% | $3,769-23.6% | $2,544+13.2% |
| Participant deferral / active EE | $4,634 | $6,899-32.8% | $6,952-33.3% | $4,237+9.4% |
| Admin fee / account holder | $80 | $546-85.3% | $6,731-98.8% | $593-86.5% |