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 | $88,576 | $61,156+44.8% | $185,823-52.3% | $79,386+11.6% |
| Participation rate | 19.4% | 66.6%-47.3pp | 81.7%-62.3pp | 70.7%-51.4pp |
| Annual return | 17.78% | 19.45%-1.7pp | 122.05%-104.3pp | 116.85%-99.1pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,110 | $2,789-60.2% | $5,568-80.1% | $4,046-72.6% |
| Admin fee / account holder | $203 | $710-71.4% | $16,237-98.8% | $626-67.6% |