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 | $75,153 | $79,171-5.1% | $102,423-26.6% | $74,495+0.9% |
| Participation rate | 57.0% | 74.8%-17.8pp | 76.5%-19.5pp | 67.2%-10.2pp |
| Annual return | 22.04% | 54.93%-32.9pp | 29.32%-7.3pp | 1364.94%-1342.9pp |
| Employer contribution / active EE | $1,275 | $2,362-46.0% | $3,023-57.8% | $2,623-51.4% |
| Participant deferral / active EE | $2,461 | $4,415-44.3% | $5,053-51.3% | $4,346-43.4% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |