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 7-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 | $29,345 | $93,571-68.6% | $135,903-78.4% | $75,163-61.0% |
| Participation rate | 66.3% | 75.2%-8.9pp | 81.9%-15.6pp | 67.2%-0.9pp |
| Annual return | 29.31% | 30.90%-1.6pp | 68.23%-38.9pp | 160.62%-131.3pp |
| Employer contribution / active EE | $3,802 | $3,537+7.5% | $4,856-21.7% | $2,670+42.4% |
| Participant deferral / active EE | $7,403 | $6,404+15.6% | $7,758-4.6% | $4,125+79.5% |
| Admin fee / account holder | $25 | $6,975-99.6% | $10,762-99.8% | $5,651-99.6% |