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 | $156,152 | $155,795+0.2% | $136,294+14.6% | $69,631+124.3% |
| Participation rate | 68.9% | 75.2%-6.3pp | 81.9%-13.0pp | 70.7%-1.8pp |
| Annual return | 29.04% | 232464.33%-232435.3pp | 5155.94%-5126.9pp | 27571.02%-27542.0pp |
| Employer contribution / active EE | $4,246 | $2,991+42.0% | $4,695-9.6% | $2,032+109.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |