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 | $79,664 | $39,948+99.4% | $89,391-10.9% | $73,409+8.5% |
| Participation rate | 63.6% | 50.4%+13.2pp | 68.0%-4.4pp | 72.2%-8.6pp |
| Annual return | 14.73% | 50.12%-35.4pp | 245.62%-230.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $281 | $1,200-76.6% | $2,586-89.1% | $2,234-87.4% |
| Participant deferral / active EE | $3,243 | $2,193+47.9% | $3,890-16.6% | $3,805-14.8% |
| Admin fee / account holder | $72 | $134-46.4% | $4,881-98.5% | $158-54.4% |