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 | $38,971 | $54,517-28.5% | $75,972-48.7% | $74,495-47.7% |
| Participation rate | 67.4% | 60.3%+7.1pp | 69.1%-1.7pp | 67.2%+0.2pp |
| Annual return | 13.59% | 31.82%-18.2pp | 359.55%-346.0pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $868 | $1,777-51.2% | $2,685-67.7% | $2,623-66.9% |
| Participant deferral / active EE | $2,197 | $3,066-28.3% | $4,255-48.4% | $4,346-49.5% |
| Admin fee / account holder | $27 | $2,229-98.8% | $6,467-99.6% | $1,942-98.6% |