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 7-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 | $24,615 | $39,286-37.3% | $80,716-69.5% | $79,386-69.0% |
| Participation rate | 44.0% | 41.0%+3.0pp | 54.2%-10.2pp | 70.7%-26.7pp |
| Annual return | 16.00% | 98.95%-83.0pp | 87.28%-71.3pp | 116.85%-100.9pp |
| Employer contribution / active EE | $1,113 | $594+87.5% | $1,160-4.0% | $2,427-54.1% |
| Participant deferral / active EE | $2,354 | $1,264+86.3% | $2,146+9.7% | $4,046-41.8% |
| Admin fee / account holder | $187 | $647-71.2% | $3,380-94.5% | $626-70.2% |