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 8-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 | $32,723 | $62,327-47.5% | $120,354-72.8% | $74,495-56.1% |
| Participation rate | 52.1% | 56.8%-4.7pp | 71.9%-19.8pp | 67.2%-15.1pp |
| Annual return | 16.74% | 18.61%-1.9pp | 107.15%-90.4pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,541 | $1,843-16.4% | $3,463-55.5% | $2,623-41.3% |
| Participant deferral / active EE | $2,351 | $2,893-18.7% | $4,991-52.9% | $4,346-45.9% |
| Admin fee / account holder | $16 | $2,396-99.3% | $9,423-99.8% | $1,942-99.2% |