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 | $12,344 | $37,393-67.0% | $77,024-84.0% | $66,914-81.6% |
| Participation rate | 27.6% | 52.9%-25.3pp | 67.9%-40.3pp | 69.8%-42.2pp |
| Annual return | -14.52% | -3.29%-11.2pp | 42.32%-56.8pp | 1.58%-16.1pp |
| Employer contribution / active EE | $371 | $1,531-75.7% | $2,812-86.8% | $2,544-85.4% |
| Participant deferral / active EE | $812 | $2,617-69.0% | $4,426-81.7% | $4,237-80.8% |
| Admin fee / account holder | $102 | $567-82.0% | $5,425-98.1% | $593-82.8% |