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 | $100,071 | $49,177+103.5% | $79,464+25.9% | $64,186+55.9% |
| Participation rate | 21.5% | 65.0%-43.5pp | 73.3%-51.8pp | 69.6%-48.1pp |
| Annual return | 3.76% | -1.16%+4.9pp | 718.14%-714.4pp | 7.63%-3.9pp |
| Employer contribution / active EE | $8,490 | $2,076+308.9% | $2,800+203.2% | $2,381+256.6% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,113-100.0% | $4,888-100.0% |