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 7-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 | $38,390 | $69,362-44.7% | $101,248-62.1% | $73,488-47.8% |
| Participation rate | 48.0% | 68.4%-20.4pp | 75.8%-27.8pp | 70.7%-22.7pp |
| Annual return | 81.93% | 18.46%+63.5pp | 46.47%+35.5pp | 28.51%+53.4pp |
| Employer contribution / active EE | $5,855 | $2,628+122.8% | $3,660+60.0% | $2,270+157.9% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |