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 | $44,108 | $55,415-20.4% | $155,509-71.6% | $74,495-40.8% |
| Participation rate | 47.7% | 61.9%-14.2pp | 78.2%-30.5pp | 67.2%-19.5pp |
| Annual return | 15.31% | 268.50%-253.2pp | 64.67%-49.4pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,161 | $2,267-48.8% | $4,672-75.1% | $2,623-55.7% |
| Participant deferral / active EE | $1,896 | $2,836-33.2% | $5,626-66.3% | $4,346-56.4% |
| Admin fee / account holder | $0 | $1,738-100.0% | $15,912-100.0% | $1,942-100.0% |