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 | $63,289 | $43,423+45.7% | $78,689-19.6% | $55,167+14.7% |
| Participation rate | 63.0% | 68.0%-5.0pp | 73.6%-10.5pp | 69.0%-6.0pp |
| Annual return | 18.35% | 11.53%+6.8pp | 62.18%-43.8pp | 169.23%-150.9pp |
| Employer contribution / active EE | $692 | $1,997-65.4% | $2,851-75.7% | $1,963-64.8% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $10 | $416-97.5% | $4,510-99.8% | $504-98.0% |