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 | $56,979 | $61,052-6.7% | $142,863-60.1% | $79,386-28.2% |
| Participation rate | 50.4% | 60.1%-9.7pp | 71.9%-21.5pp | 70.7%-20.3pp |
| Annual return | 14.84% | 16.02%-1.2pp | 5637.54%-5622.7pp | 116.85%-102.0pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,144-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,038 | $2,879+5.5% | $3,837-20.8% | $4,046-24.9% |
| Admin fee / account holder | $25 | $659-96.1% | $6,560-99.6% | $626-95.9% |