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 | $27,205 | $64,705-58.0% | $62,929-56.8% | $67,986-60.0% |
| Participation rate | 64.4% | 65.6%-1.2pp | 73.1%-8.7pp | 57.2%+7.2pp |
| Annual return | 19.13% | 20.31%-1.2pp | 1063.93%-1044.8pp | 31.67%-12.5pp |
| Employer contribution / active EE | $1,120 | $2,376-52.9% | $2,505-55.3% | $2,019-44.5% |
| Participant deferral / active EE | $1,443 | $3,198-54.9% | $3,888-62.9% | $3,358-57.0% |
| Admin fee / account holder | $70 | $1,428-95.1% | $5,065-98.6% | $3,203-97.8% |