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 | $47,960 | $74,706-35.8% | $75,696-36.6% | $79,386-39.6% |
| Participation rate | 69.9% | 75.3%-5.4pp | 74.8%-4.9pp | 70.7%-0.8pp |
| Annual return | 15.77% | 18.52%-2.7pp | 104.53%-88.8pp | 116.85%-101.1pp |
| Employer contribution / active EE | $2,423 | $2,590-6.4% | $2,743-11.7% | $2,427-0.2% |
| Participant deferral / active EE | $3,863 | $3,533+9.3% | $3,821+1.1% | $4,046-4.5% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |