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 | $64,854 | $52,953+22.5% | $172,739-62.5% | $65,185-0.5% |
| Participation rate | 13.6% | 66.2%-52.6pp | 82.6%-69.0pp | 70.2%-56.6pp |
| Annual return | 22.74% | 30.12%-7.4pp | 802.84%-780.1pp | 29.38%-6.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $990 | $2,471-59.9% | $5,198-81.0% | $3,514-71.8% |
| Admin fee / account holder | $166 | $472-64.9% | $13,954-98.8% | $847-80.4% |