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 | $88,090 | $42,894+105.4% | $60,874+44.7% | $68,494+28.6% |
| Participation rate | 67.2% | 66.8%+0.4pp | 73.1%-5.9pp | 67.9%-0.7pp |
| Annual return | -11.27% | -13.98%+2.7pp | 16.90%-28.2pp | -7.84%-3.4pp |
| Employer contribution / active EE | $4,023 | $1,978+103.4% | $2,701+48.9% | $2,596+54.9% |
| Participant deferral / active EE | $1,070 | $2,867-62.7% | $3,817-72.0% | $4,027-73.4% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |