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 3-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 | $3,337 | $48,335-93.1% | $121,098-97.2% | $71,457-95.3% |
| Participation rate | 56.7% | 54.3%+2.4pp | 69.5%-12.8pp | 67.9%-11.2pp |
| Annual return | 22.83% | 23.32%-0.5pp | 985.75%-962.9pp | 28.85%-6.0pp |
| Employer contribution / active EE | $484 | $1,489-67.5% | $4,164-88.4% | $2,588-81.3% |
| Participant deferral / active EE | $1,157 | $2,754-58.0% | $4,080-71.6% | $4,289-73.0% |
| Admin fee / account holder | $57 | $1,841-96.9% | $5,644-99.0% | $1,587-96.4% |