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 | $93,084 | $58,879+58.1% | $178,490-47.8% | $73,488+26.7% |
| Participation rate | 13.0% | 66.2%-53.2pp | 81.9%-68.9pp | 70.7%-57.7pp |
| Annual return | 26.19% | 24.86%+1.3pp | 151.07%-124.9pp | 28.51%-2.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $856 | $2,567-66.7% | $5,202-83.5% | $3,740-77.1% |
| Admin fee / account holder | $227 | $400-43.3% | $13,984-98.4% | $513-55.7% |