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 | $87,282 | $59,159+47.5% | $159,960-45.4% | $66,914+30.4% |
| Participation rate | 65.4% | 68.1%-2.8pp | 78.0%-12.6pp | 69.8%-4.4pp |
| Annual return | -16.29% | -12.26%-4.0pp | 408.60%-424.9pp | 1.58%-17.9pp |
| Employer contribution / active EE | $4,150 | $1,983+109.3% | $4,226-1.8% | $2,544+63.1% |
| Participant deferral / active EE | $8,664 | $4,395+97.1% | $6,182+40.1% | $4,237+104.5% |
| Admin fee / account holder | $10 | $591-98.3% | $8,698-99.9% | $593-98.3% |