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 8-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 | $20,491 | $37,393-45.2% | $77,024-73.4% | $66,914-69.4% |
| Participation rate | 11.2% | 52.9%-41.7pp | 67.9%-56.7pp | 69.8%-58.6pp |
| Annual return | -15.35% | -3.29%-12.1pp | 42.32%-57.7pp | 1.58%-16.9pp |
| Employer contribution / active EE | $326 | $1,531-78.7% | $2,812-88.4% | $2,544-87.2% |
| Participant deferral / active EE | $818 | $2,617-68.7% | $4,426-81.5% | $4,237-80.7% |
| Admin fee / account holder | $46 | $567-91.9% | $5,425-99.2% | $593-92.3% |