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 | $52,605 | $64,975-19.0% | $97,226-45.9% | $106,382-50.6% |
| Participation rate | 50.0% | 45.4%+4.6pp | 72.7%-22.7pp | 69.9%-19.9pp |
| Annual return | 13.48% | 15.21%-1.7pp | 75.13%-61.7pp | 17.37%-3.9pp |
| Employer contribution / active EE | $973 | $1,126-13.6% | $2,729-64.3% | $3,364-71.1% |
| Participant deferral / active EE | $1,745 | $2,466-29.2% | $4,264-59.1% | $5,569-68.7% |
| Admin fee / account holder | $0 | $69-100.0% | $5,654-100.0% | $79-100.0% |