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 | $25,542 | $77,899-67.2% | $149,673-82.9% | $75,163-66.0% |
| Participation rate | 48.3% | 65.6%-17.3pp | 78.8%-30.5pp | 67.2%-18.9pp |
| Annual return | 20.11% | 31.72%-11.6pp | 134.42%-114.3pp | 160.62%-140.5pp |
| Employer contribution / active EE | $677 | $3,137-78.4% | $4,818-85.9% | $2,670-74.6% |
| Participant deferral / active EE | $2,010 | $3,411-41.1% | $5,680-64.6% | $4,125-51.3% |
| Admin fee / account holder | $0 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |