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 3-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 | $83,117 | $40,385+105.8% | $80,569+3.2% | $74,419+11.7% |
| Participation rate | 53.7% | 47.4%+6.3pp | 67.0%-13.3pp | 70.7%-17.0pp |
| Annual return | 842.67% | 164.85%+677.8pp | 935.43%-92.8pp | 34.38%+808.3pp |
| Employer contribution / active EE | $13,659 | $1,496+812.9% | $2,723+401.5% | $2,637+417.9% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $720-100.0% | $5,377-100.0% | $348-100.0% |