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 | $47,463 | $65,561-27.6% | $86,188-44.9% | $75,163-36.9% |
| Participation rate | 64.2% | 60.5%+3.7pp | 69.0%-4.8pp | 67.2%-3.0pp |
| Annual return | 18.57% | 46.05%-27.5pp | 1168.45%-1149.9pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,449 | $1,553-6.7% | $2,380-39.1% | $2,670-45.7% |
| Participant deferral / active EE | $5,271 | $3,024+74.3% | $3,985+32.3% | $4,125+27.8% |
| Admin fee / account holder | $192 | $5,474-96.5% | $6,852-97.2% | $5,651-96.6% |