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 | $83,696 | $54,701+53.0% | $86,188-2.9% | $71,457+17.1% |
| Participation rate | 69.9% | 60.1%+9.8pp | 69.0%+0.9pp | 67.9%+2.0pp |
| Annual return | 13.80% | 20.06%-6.3pp | 1168.45%-1154.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $914 | $1,265-27.8% | $2,380-61.6% | $2,588-64.7% |
| Participant deferral / active EE | $4,470 | $3,108+43.8% | $3,985+12.2% | $4,289+4.2% |
| Admin fee / account holder | $91 | $1,922-95.3% | $6,852-98.7% | $1,587-94.3% |