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 | $34,425 | $60,776-43.4% | $85,682-59.8% | $79,386-56.6% |
| Participation rate | 69.5% | 62.1%+7.4pp | 69.9%-0.3pp | 70.7%-1.2pp |
| Annual return | 17.80% | 16.57%+1.2pp | 21.49%-3.7pp | 116.85%-99.0pp |
| Employer contribution / active EE | $756 | $1,663-54.6% | $2,618-71.1% | $2,427-68.9% |
| Participant deferral / active EE | $1,903 | $2,919-34.8% | $3,923-51.5% | $4,046-53.0% |
| Admin fee / account holder | $24 | $438-94.4% | $6,873-99.6% | $626-96.1% |