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 | $38,891 | $45,343-14.2% | $150,298-74.1% | $67,986-42.8% |
| Participation rate | 48.2% | 51.9%-3.7pp | 77.8%-29.6pp | 57.2%-9.0pp |
| Annual return | 12.56% | 33.28%-20.7pp | 62.79%-50.2pp | 31.67%-19.1pp |
| Employer contribution / active EE | $950 | $1,462-35.0% | $4,154-77.1% | $2,019-52.9% |
| Participant deferral / active EE | $3,788 | $2,055+84.4% | $5,453-30.5% | $3,358+12.8% |
| Admin fee / account holder | $36 | $2,250-98.4% | $14,116-99.7% | $3,203-98.9% |