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 | $71,271 | $51,045+39.6% | $70,515+1.1% | $71,457-0.3% |
| Participation rate | 24.2% | 59.4%-35.2pp | 68.3%-44.1pp | 67.9%-43.7pp |
| Annual return | 16.53% | 42.63%-26.1pp | 32.77%-16.2pp | 28.85%-12.3pp |
| Employer contribution / active EE | $822 | $1,790-54.1% | $2,973-72.4% | $2,588-68.2% |
| Participant deferral / active EE | $1,930 | $3,026-36.2% | $4,567-57.7% | $4,289-55.0% |
| Admin fee / account holder | $11 | $1,994-99.5% | $6,412-99.8% | $1,587-99.3% |