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 | $56,529 | $55,415+2.0% | $155,509-63.6% | $74,495-24.1% |
| Participation rate | 45.9% | 61.9%-16.0pp | 78.2%-32.3pp | 67.2%-21.3pp |
| Annual return | 12.49% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,115 | $2,267-50.8% | $4,672-76.1% | $2,623-57.5% |
| Participant deferral / active EE | $2,505 | $2,836-11.7% | $5,626-55.5% | $4,346-42.4% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |