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 | $58,854 | $80,724-27.1% | $103,333-43.0% | $74,495-21.0% |
| Participation rate | 62.0% | 65.7%-3.7pp | 74.5%-12.5pp | 67.2%-5.2pp |
| Annual return | 13.06% | 27.56%-14.5pp | 24.88%-11.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,873 | $3,157-40.7% | $3,868-51.6% | $2,623-28.6% |
| Participant deferral / active EE | $3,198 | $3,860-17.2% | $5,057-36.8% | $4,346-26.4% |
| Admin fee / account holder | $73 | $2,368-96.9% | $8,355-99.1% | $1,942-96.2% |