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 | $40,710 | $79,184-48.6% | $102,438-60.3% | $74,546-45.4% |
| Participation rate | 58.8% | 74.8%-16.0pp | 76.5%-17.7pp | 67.2%-8.4pp |
| Annual return | 18.49% | 54.95%-36.5pp | 29.37%-10.9pp | 1366.03%-1347.5pp |
| Employer contribution / active EE | $2,005 | $2,362-15.1% | $3,024-33.7% | $2,624-23.6% |
| Participant deferral / active EE | $3,877 | $4,414-12.2% | $5,054-23.3% | $4,347-10.8% |
| Admin fee / account holder | $16 | $2,001-99.2% | $9,448-99.8% | $1,944-99.2% |