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 | $45,256 | $61,272-26.1% | $149,673-69.8% | $71,457-36.7% |
| Participation rate | 69.8% | 62.5%+7.3pp | 78.8%-9.0pp | 67.9%+1.8pp |
| Annual return | 14.09% | 35.85%-21.8pp | 134.42%-120.3pp | 28.85%-14.8pp |
| Employer contribution / active EE | $2,827 | $2,378+18.9% | $4,818-41.3% | $2,588+9.3% |
| Participant deferral / active EE | $2,404 | $2,917-17.6% | $5,680-57.7% | $4,289-43.9% |
| Admin fee / account holder | $22 | $1,261-98.3% | $13,210-99.8% | $1,587-98.6% |