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 | $43,179 | $73,638-41.4% | $95,952-55.0% | $73,488-41.2% |
| Participation rate | 51.7% | 76.2%-24.4pp | 77.1%-25.3pp | 70.7%-18.9pp |
| Annual return | 17.04% | 16.78%+0.3pp | 91.61%-74.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $955 | $1,863-48.8% | $2,541-62.4% | $2,270-57.9% |
| Participant deferral / active EE | $2,543 | $3,617-29.7% | $4,167-39.0% | $3,740-32.0% |
| Admin fee / account holder | $10 | $482-97.9% | $6,795-99.9% | $513-98.0% |