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 9-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 | $57,039 | $88,087-35.2% | $164,866-65.4% | $74,546-23.5% |
| Participation rate | 54.7% | 73.1%-18.3pp | 78.6%-23.9pp | 67.2%-12.5pp |
| Annual return | 20.87% | 17.27%+3.6pp | 69.97%-49.1pp | 1366.03%-1345.2pp |
| Employer contribution / active EE | $2,308 | $2,595-11.1% | $4,343-46.8% | $2,624-12.0% |
| Participant deferral / active EE | $4,713 | $4,499+4.7% | $6,033-21.9% | $4,347+8.4% |
| Admin fee / account holder | $18 | $2,232-99.2% | $12,689-99.9% | $1,944-99.1% |