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 | $72,416 | $71,516+1.3% | $98,439-26.4% | $71,457+1.3% |
| Participation rate | 62.7% | 72.7%-10.0pp | 75.2%-12.4pp | 67.9%-5.2pp |
| Annual return | 18.24% | 32.41%-14.2pp | 21.16%-2.9pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,443 | $2,399-39.8% | $3,048-52.6% | $2,588-44.2% |
| Participant deferral / active EE | $3,399 | $4,109-17.3% | $4,738-28.2% | $4,289-20.7% |
| Admin fee / account holder | $4 | $1,675-99.8% | $8,948-100.0% | $1,587-99.8% |