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 | $92,111 | $65,435+40.8% | $86,677+6.3% | $66,914+37.7% |
| Participation rate | 65.9% | 75.5%-9.6pp | 76.6%-10.7pp | 69.8%-3.9pp |
| Annual return | 9.57% | -10.89%+20.5pp | 35.91%-26.3pp | 1.58%+8.0pp |
| Employer contribution / active EE | $1,913 | $2,153-11.1% | $2,836-32.6% | $2,544-24.8% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |