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 | $27,527 | $60,776-54.7% | $85,682-67.9% | $79,386-65.3% |
| Participation rate | 29.6% | 62.1%-32.5pp | 69.9%-40.3pp | 70.7%-41.1pp |
| Annual return | 17.99% | 16.57%+1.4pp | 21.49%-3.5pp | 116.85%-98.9pp |
| Employer contribution / active EE | $716 | $1,663-57.0% | $2,618-72.7% | $2,427-70.5% |
| Participant deferral / active EE | $2,091 | $2,919-28.3% | $3,923-46.7% | $4,046-48.3% |
| Admin fee / account holder | $30 | $438-93.1% | $6,873-99.6% | $626-95.1% |