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 | $16,419 | $54,517-69.9% | $75,972-78.4% | $74,495-78.0% |
| Participation rate | 49.8% | 60.3%-10.5pp | 69.1%-19.3pp | 67.2%-17.4pp |
| Annual return | 14.77% | 31.82%-17.1pp | 359.55%-344.8pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $498 | $1,777-72.0% | $2,685-81.5% | $2,623-81.0% |
| Participant deferral / active EE | $1,251 | $3,066-59.2% | $4,255-70.6% | $4,346-71.2% |
| Admin fee / account holder | $24 | $2,229-98.9% | $6,467-99.6% | $1,942-98.7% |