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 | $45,181 | $56,114-19.5% | $96,139-53.0% | $85,850-47.4% |
| Participation rate | 40.0% | 56.7%-16.7pp | 68.4%-28.4pp | 69.3%-29.3pp |
| Annual return | 19.66% | 42.30%-22.6pp | 191.94%-172.3pp | 318.53%-298.9pp |
| Employer contribution / active EE | $870 | $1,620-46.3% | $2,797-68.9% | $2,565-66.1% |
| Participant deferral / active EE | $1,123 | $2,859-60.7% | $4,349-74.2% | $3,952-71.6% |
| Admin fee / account holder | $15 | $3,768-99.6% | $5,537-99.7% | $6,260-99.8% |