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 9-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 | $19,189 | $31,424-38.9% | $81,478-76.4% | $69,631-72.4% |
| Participation rate | 34.4% | 50.8%-16.5pp | 68.0%-33.6pp | 70.7%-36.3pp |
| Annual return | 23.37% | 22.44%+0.9pp | 38.78%-15.4pp | 27571.02%-27547.7pp |
| Employer contribution / active EE | $156 | $1,029-84.8% | $2,568-93.9% | $2,032-92.3% |
| Participant deferral / active EE | $591 | $1,838-67.8% | $3,537-83.3% | $3,224-81.7% |
| Admin fee / account holder | $8 | $103-92.7% | $4,561-99.8% | $110-93.2% |