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 | $37,150 | $51,045-27.2% | $70,515-47.3% | $71,457-48.0% |
| Participation rate | 59.6% | 59.4%+0.1pp | 68.3%-8.8pp | 67.9%-8.4pp |
| Annual return | 18.53% | 42.63%-24.1pp | 32.77%-14.2pp | 28.85%-10.3pp |
| Employer contribution / active EE | $847 | $1,790-52.7% | $2,973-71.5% | $2,588-67.3% |
| Participant deferral / active EE | $2,195 | $3,026-27.5% | $4,567-51.9% | $4,289-48.8% |
| Admin fee / account holder | $25 | $1,994-98.8% | $6,412-99.6% | $1,587-98.4% |