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 | $67,984-60.0% | $65,493-58.5% | $74,304-63.4% |
| Participation rate | 64.4% | 66.3%-1.9pp | 73.1%-8.7pp | 60.3%+4.0pp |
| Annual return | 19.13% | 19.87%-0.7pp | 982.45%-963.3pp | 29.43%-10.3pp |
| Employer contribution / active EE | $1,120 | $2,491-55.1% | $2,574-56.5% | $2,241-50.0% |
| Participant deferral / active EE | $1,443 | $3,346-56.9% | $3,961-63.6% | $3,767-61.7% |
| Admin fee / account holder | $70 | $1,373-94.9% | $5,028-98.6% | $2,969-97.6% |