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 6-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 | $50,239 | $95,880-47.6% | $107,525-53.3% | $85,563-41.3% |
| Participation rate | 28.9% | 70.1%-41.2pp | 75.1%-46.2pp | 66.0%-37.1pp |
| Annual return | 16.36% | 68.06%-51.7pp | 181.32%-165.0pp | 31.51%-15.2pp |
| Employer contribution / active EE | $1,297 | $3,812-66.0% | $3,754-65.5% | $2,654-51.1% |
| Participant deferral / active EE | $2,372 | $4,201-43.5% | $5,116-53.6% | $4,375-45.8% |
| Admin fee / account holder | $98 | $1,025-90.5% | $8,919-98.9% | $834-88.3% |