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 | $63,089 | $62,688+0.6% | $178,014-64.6% | $77,671-18.8% |
| Participation rate | 51.2% | 66.9%-15.7pp | 77.1%-25.9pp | 70.6%-19.4pp |
| Annual return | 15.54% | 16.16%-0.6pp | 294.80%-279.3pp | 31.21%-15.7pp |
| Employer contribution / active EE | $1,643 | $1,912-14.1% | $3,950-58.4% | $2,726-39.7% |
| Participant deferral / active EE | $3,657 | $4,224-13.4% | $6,276-41.7% | $4,648-21.3% |
| Admin fee / account holder | $74 | $386-80.8% | $10,362-99.3% | $430-82.8% |