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 | $55,472-60.6% | $155,567-86.0% | $74,546-70.7% |
| Participation rate | 61.3% | 61.9%-0.6pp | 78.2%-16.9pp | 67.2%-5.9pp |
| Annual return | 11.71% | 268.72%-257.0pp | 64.74%-53.0pp | 1366.03%-1354.3pp |
| Employer contribution / active EE | $681 | $2,269-70.0% | $4,674-85.4% | $2,624-74.0% |
| Participant deferral / active EE | $1,144 | $2,838-59.7% | $5,628-79.7% | $4,347-73.7% |
| Admin fee / account holder | $34 | $1,743-98.0% | $15,916-99.8% | $1,944-98.2% |