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 | $24,804 | $65,557-62.2% | $64,056-61.3% | $71,457-65.3% |
| Participation rate | 68.3% | 73.2%-4.9pp | 72.3%-4.0pp | 67.9%+0.3pp |
| Annual return | 17.00% | 18.94%-1.9pp | 33.69%-16.7pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,151 | $2,669-56.9% | $2,747-58.1% | $2,588-55.5% |
| Participant deferral / active EE | $1,834 | $3,626-49.4% | $3,880-52.7% | $4,289-57.2% |
| Admin fee / account holder | $15 | $616-97.6% | $3,068-99.5% | $1,587-99.1% |