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 | $44,540 | $61,272-27.3% | $149,673-70.2% | $71,457-37.7% |
| Participation rate | 58.6% | 62.5%-3.9pp | 78.8%-20.1pp | 67.9%-9.3pp |
| Annual return | 20.23% | 35.85%-15.6pp | 134.42%-114.2pp | 28.85%-8.6pp |
| Employer contribution / active EE | $958 | $2,378-59.7% | $4,818-80.1% | $2,588-63.0% |
| Participant deferral / active EE | $1,837 | $2,917-37.0% | $5,680-67.7% | $4,289-57.2% |
| Admin fee / account holder | $11 | $1,261-99.2% | $13,210-99.9% | $1,587-99.3% |