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 | $88,083-35.2% | $164,813-65.4% | $74,495-23.4% |
| Participation rate | 54.7% | 73.0%-18.3pp | 78.6%-23.9pp | 67.2%-12.5pp |
| Annual return | 20.87% | 17.26%+3.6pp | 69.93%-49.1pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $2,308 | $2,593-11.0% | $4,341-46.8% | $2,623-12.0% |
| Participant deferral / active EE | $4,713 | $4,498+4.8% | $6,031-21.9% | $4,346+8.4% |
| Admin fee / account holder | $18 | $2,234-99.2% | $12,690-99.9% | $1,942-99.1% |