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 | $21,844 | $55,415-60.6% | $155,509-86.0% | $74,495-70.7% |
| Participation rate | 61.3% | 61.9%-0.6pp | 78.2%-16.9pp | 67.2%-5.9pp |
| Annual return | 11.71% | 268.50%-256.8pp | 64.67%-53.0pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $681 | $2,267-69.9% | $4,672-85.4% | $2,623-74.0% |
| Participant deferral / active EE | $1,144 | $2,836-59.7% | $5,626-79.7% | $4,346-73.7% |
| Admin fee / account holder | $34 | $1,738-98.0% | $15,912-99.8% | $1,942-98.2% |