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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,223 | $84,993-90.3% | $129,995-93.7% | $80,160-89.7% |
| Participation rate | 99.4% | 79.5%+19.9pp | 78.5%+20.9pp | 72.9%+26.4pp |
| Annual return | 0.00% | 23.76%-23.8pp | -137.18%+137.2pp | 40.38%-40.4pp |
| Employer contribution / active EE | $2,650 | $3,051-13.1% | $4,320-38.6% | $2,978-11.0% |
| Participant deferral / active EE | $0 | $4,984-100.0% | $5,820-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $391-100.0% | $10,614-100.0% | $145-100.0% |