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 3-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 | $87,571 | $82,917+5.6% | $103,333-15.3% | $77,643+12.8% |
| Participation rate | 67.8% | 71.6%-3.8pp | 74.5%-6.7pp | 70.6%-2.8pp |
| Annual return | 62.09% | 19.13%+43.0pp | 24.88%+37.2pp | 31.24%+30.8pp |
| Employer contribution / active EE | $14,140 | $3,552+298.1% | $3,868+265.6% | $2,726+418.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $5 | $638-99.2% | $8,355-99.9% | $430-98.9% |