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 | $52,477 | $61,272-14.4% | $149,673-64.9% | $71,457-26.6% |
| Participation rate | 47.6% | 62.5%-15.0pp | 78.8%-31.2pp | 67.9%-20.4pp |
| Annual return | 13.77% | 35.85%-22.1pp | 134.42%-120.6pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,117 | $2,378-53.0% | $4,818-76.8% | $2,588-56.8% |
| Participant deferral / active EE | $2,470 | $2,917-15.3% | $5,680-56.5% | $4,289-42.4% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |