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 7-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 | $18,095 | $52,293-65.4% | $178,490-89.9% | $73,409-75.4% |
| Participation rate | 52.9% | 65.3%-12.5pp | 81.9%-29.1pp | 72.2%-19.3pp |
| Annual return | 16.44% | 34.75%-18.3pp | 151.07%-134.6pp | 59.29%-42.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,595 | $2,332+11.3% | $5,202-50.1% | $3,805-31.8% |
| Admin fee / account holder | $11 | $127-91.4% | $13,984-99.9% | $158-93.1% |