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 | $42,879 | $26,114+64.2% | $58,482-26.7% | $74,419-42.4% |
| Participation rate | 17.7% | 32.1%-14.5pp | 50.9%-33.2pp | 70.7%-53.1pp |
| Annual return | 15.73% | 32.51%-16.8pp | 4239.32%-4223.6pp | 34.38%-18.6pp |
| Employer contribution / active EE | $484 | $536-9.6% | $1,053-54.0% | $2,637-81.6% |
| Participant deferral / active EE | $941 | $1,075-12.4% | $1,924-51.1% | $4,528-79.2% |
| Admin fee / account holder | $8 | $649-98.8% | $2,516-99.7% | $348-97.8% |