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 9-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 | $26,800 | $55,415-51.6% | $155,509-82.8% | $74,495-64.0% |
| Participation rate | 37.8% | 61.9%-24.1pp | 78.2%-40.4pp | 67.2%-29.4pp |
| Annual return | 12.08% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $652 | $2,267-71.2% | $4,672-86.0% | $2,623-75.1% |
| Participant deferral / active EE | $902 | $2,836-68.2% | $5,626-84.0% | $4,346-79.2% |
| Admin fee / account holder | $22 | $1,738-98.7% | $15,912-99.9% | $1,942-98.9% |