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 | $89,342 | $60,261+48.3% | $81,783+9.2% | $74,546+19.8% |
| Participation rate | 53.6% | 62.9%-9.2pp | 72.4%-18.7pp | 67.2%-13.6pp |
| Annual return | 15.24% | 16.88%-1.6pp | 775.05%-759.8pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $2,011 | $2,622-23.3% | $2,913-31.0% | $2,624-23.4% |
| Participant deferral / active EE | $4,313 | $3,388+27.3% | $4,320-0.2% | $4,347-0.8% |
| Admin fee / account holder | $5 | $1,482-99.6% | $7,380-99.9% | $1,944-99.7% |