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 | $49,915-22.1% | $154,803-74.9% | $74,304-47.7% |
| Participation rate | 48.2% | 54.0%-5.8pp | 78.1%-29.9pp | 60.3%-12.2pp |
| Annual return | 12.56% | 34.06%-21.5pp | 58.88%-46.3pp | 29.43%-16.9pp |
| Employer contribution / active EE | $950 | $1,611-41.0% | $4,305-77.9% | $2,241-57.6% |
| Participant deferral / active EE | $3,788 | $2,255+68.0% | $5,540-31.6% | $3,767+0.6% |
| Admin fee / account holder | $36 | $2,189-98.4% | $14,329-99.8% | $2,969-98.8% |