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 10-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,560 | $154,365-32.3% | $130,231-19.7% | $139,434-25.0% |
| Participation rate | 69.6% | 79.9%-10.4pp | 76.3%-6.7pp | 80.3%-10.8pp |
| Annual return | 18.11% | 30.34%-12.2pp | 38.77%-20.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $12,672 | $5,170+145.1% | $4,126+207.1% | $4,751+166.7% |
| Participant deferral / active EE | $24,812 | $8,498+192.0% | $6,799+265.0% | $6,710+269.8% |
| Admin fee / account holder | $56 | $9,214-99.4% | $6,020-99.1% | $11,403-99.5% |