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 | $43,872 | $65,061-32.6% | $143,757-69.5% | $66,914-34.4% |
| Participation rate | 65.4% | 65.2%+0.2pp | 80.3%-14.9pp | 69.8%-4.4pp |
| Annual return | -17.56% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,173 | $2,361-50.3% | $4,951-76.3% | $2,544-53.9% |
| Participant deferral / active EE | $2,090 | $2,919-28.4% | $5,637-62.9% | $4,237-50.7% |
| Admin fee / account holder | $9 | $502-98.3% | $14,673-99.9% | $593-98.6% |