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 | $44,760 | $56,274-20.5% | $109,895-59.3% | $106,520-58.0% |
| Participation rate | 55.6% | 46.3%+9.4pp | 74.2%-18.6pp | 71.3%-15.7pp |
| Annual return | 18.14% | 27.85%-9.7pp | 29.45%-11.3pp | 19.28%-1.1pp |
| Employer contribution / active EE | $850 | $1,010-15.8% | $2,842-70.1% | $2,840-70.1% |
| Participant deferral / active EE | $1,420 | $1,973-28.0% | $4,048-64.9% | $4,948-71.3% |
| Admin fee / account holder | $0 | $57-100.0% | $6,066-100.0% | $75-100.0% |