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 | $29,470 | $65,862-55.3% | $124,672-76.4% | $79,386-62.9% |
| Participation rate | 61.6% | 62.2%-0.6pp | 74.6%-13.0pp | 70.7%-9.1pp |
| Annual return | 20.13% | 19.02%+1.1pp | 5142.93%-5122.8pp | 116.85%-96.7pp |
| Employer contribution / active EE | $1,473 | $1,883-21.8% | $3,324-55.7% | $2,427-39.3% |
| Participant deferral / active EE | $1,921 | $2,772-30.7% | $4,614-58.4% | $4,046-52.5% |
| Admin fee / account holder | $11 | $673-98.4% | $7,493-99.9% | $626-98.2% |