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 | $41,233 | $61,156-32.6% | $185,823-77.8% | $79,386-48.1% |
| Participation rate | 44.1% | 66.6%-22.5pp | 81.7%-37.6pp | 70.7%-26.6pp |
| Annual return | 13.50% | 19.45%-6.0pp | 122.05%-108.6pp | 116.85%-103.4pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,117 | $2,789-59.9% | $5,568-79.9% | $4,046-72.4% |
| Admin fee / account holder | $248 | $710-65.0% | $16,237-98.5% | $626-60.3% |