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 | $76,960 | $54,517+41.2% | $75,972+1.3% | $74,495+3.3% |
| Participation rate | 22.4% | 60.3%-37.9pp | 69.1%-46.7pp | 67.2%-44.8pp |
| Annual return | 12.39% | 31.82%-19.4pp | 359.55%-347.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $710 | $1,777-60.0% | $2,685-73.5% | $2,623-72.9% |
| Participant deferral / active EE | $1,602 | $3,066-47.7% | $4,255-62.3% | $4,346-63.1% |
| Admin fee / account holder | $9 | $2,229-99.6% | $6,467-99.9% | $1,942-99.5% |