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 | $75,561 | $70,879+6.6% | $189,557-60.1% | $79,386-4.8% |
| Participation rate | 59.3% | 68.0%-8.6pp | 78.4%-19.1pp | 70.7%-11.4pp |
| Annual return | 19.27% | 20.70%-1.4pp | 64.17%-44.9pp | 116.85%-97.6pp |
| Employer contribution / active EE | $2,292 | $1,806+26.9% | $4,412-48.1% | $2,427-5.6% |
| Participant deferral / active EE | $4,602 | $4,081+12.8% | $6,174-25.5% | $4,046+13.8% |
| Admin fee / account holder | $79 | $647-87.9% | $9,807-99.2% | $626-87.5% |