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 | $26,863 | $79,449-66.2% | $189,557-85.8% | $85,850-68.7% |
| Participation rate | 60.9% | 66.0%-5.1pp | 78.4%-17.5pp | 69.3%-8.4pp |
| Annual return | 15.99% | 18.45%-2.5pp | 64.17%-48.2pp | 318.53%-302.5pp |
| Employer contribution / active EE | $2,445 | $2,081+17.5% | $4,412-44.6% | $2,565-4.7% |
| Participant deferral / active EE | $3,514 | $4,051-13.3% | $6,174-43.1% | $3,952-11.1% |
| Admin fee / account holder | $275 | $5,377-94.9% | $9,807-97.2% | $6,260-95.6% |