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 | $73,382 | $84,936-13.6% | $111,297-34.1% | $79,386-7.6% |
| Participation rate | 67.5% | 75.9%-8.4pp | 77.3%-9.9pp | 70.7%-3.2pp |
| Annual return | 14.34% | 17.45%-3.1pp | 54.65%-40.3pp | 116.85%-102.5pp |
| Employer contribution / active EE | $1,185 | $1,979-40.1% | $2,731-56.6% | $2,427-51.2% |
| Participant deferral / active EE | $2,461 | $3,888-36.7% | $4,487-45.2% | $4,046-39.2% |
| Admin fee / account holder | $24 | $537-95.4% | $7,964-99.7% | $626-96.1% |