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 | $21,177 | $63,745-66.8% | $98,442-78.5% | $79,386-73.3% |
| Participation rate | 56.0% | 69.9%-13.8pp | 73.3%-17.3pp | 70.7%-14.7pp |
| Annual return | 18.08% | 625.80%-607.7pp | 1492.73%-1474.6pp | 116.85%-98.8pp |
| Employer contribution / active EE | $439 | $2,557-82.8% | $2,960-85.2% | $2,427-81.9% |
| Participant deferral / active EE | $1,146 | $3,303-65.3% | $4,276-73.2% | $4,046-71.7% |
| Admin fee / account holder | $18 | $516-96.5% | $5,949-99.7% | $626-97.1% |