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 | $24,294 | $55,415-56.2% | $155,509-84.4% | $74,495-67.4% |
| Participation rate | 48.5% | 61.9%-13.4pp | 78.2%-29.6pp | 67.2%-18.7pp |
| Annual return | 13.76% | 268.50%-254.7pp | 64.67%-50.9pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $861 | $2,267-62.0% | $4,672-81.6% | $2,623-67.2% |
| Participant deferral / active EE | $1,774 | $2,836-37.5% | $5,626-68.5% | $4,346-59.2% |
| Admin fee / account holder | $32 | $1,738-98.1% | $15,912-99.8% | $1,942-98.3% |