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 9-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 | $12,591 | $47,922-73.7% | $75,886-83.4% | $65,185-80.7% |
| Participation rate | 64.0% | 63.0%+1.0pp | 69.3%-5.3pp | 70.2%-6.2pp |
| Annual return | 19.36% | 24.12%-4.8pp | 30.76%-11.4pp | 29.38%-10.0pp |
| Employer contribution / active EE | $0 | $1,557-100.0% | $2,500-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,191 | $2,550-53.3% | $3,603-66.9% | $3,514-66.1% |
| Admin fee / account holder | $157 | $532-70.5% | $5,418-97.1% | $847-81.5% |