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 | $25,906 | $61,272-57.7% | $149,673-82.7% | $71,457-63.7% |
| Participation rate | 51.1% | 62.5%-11.4pp | 78.8%-27.6pp | 67.9%-16.8pp |
| Annual return | 17.12% | 35.85%-18.7pp | 134.42%-117.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $471 | $2,378-80.2% | $4,818-90.2% | $2,588-81.8% |
| Participant deferral / active EE | $1,203 | $2,917-58.7% | $5,680-78.8% | $4,289-71.9% |
| Admin fee / account holder | $7 | $1,261-99.4% | $13,210-99.9% | $1,587-99.5% |