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 | $52,072 | $53,901-3.4% | $134,143-61.2% | $73,488-29.1% |
| Participation rate | 65.6% | 62.8%+2.8pp | 72.2%-6.5pp | 70.7%-5.1pp |
| Annual return | 15.98% | 15.82%+0.2pp | 36.33%-20.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,704-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,666 | $2,739+70.4% | $3,499+33.4% | $3,740+24.8% |
| Admin fee / account holder | $26 | $581-95.6% | $6,684-99.6% | $513-95.0% |