Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,800 | $55,472-51.7% | $155,567-82.8% | $74,546-64.0% |
| Participation rate | 37.8% | 61.9%-24.1pp | 78.2%-40.4pp | 67.2%-29.4pp |
| Annual return | 12.08% | 268.72%-256.6pp | 64.74%-52.7pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $652 | $2,269-71.3% | $4,674-86.1% | $2,624-75.2% |
| Participant deferral / active EE | $902 | $2,838-68.2% | $5,628-84.0% | $4,347-79.3% |
| Admin fee / account holder | $22 | $1,743-98.7% | $15,916-99.9% | $1,944-98.9% |