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 | $54,718 | $47,648+14.8% | $130,648-58.1% | $67,579-19.0% |
| Participation rate | 46.8% | 60.4%-13.6pp | 71.7%-25.0pp | 71.3%-24.5pp |
| Annual return | 23.46% | 25.73%-2.3pp | 1708.96%-1685.5pp | 378.56%-355.1pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,948 | $2,616+12.7% | $3,603-18.2% | $3,539-16.7% |
| Admin fee / account holder | $29 | $105-72.5% | $5,464-99.5% | $142-79.7% |