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 | $23,763 | $56,485-57.9% | $185,823-87.2% | $86,799-72.6% |
| Participation rate | 62.1% | 65.5%-3.4pp | 81.7%-19.6pp | 72.3%-10.2pp |
| Annual return | 14.15% | 118.04%-103.9pp | 122.05%-107.9pp | 97.91%-83.8pp |
| Employer contribution / active EE | $817 | $1,843-55.7% | $5,167-84.2% | $2,405-66.0% |
| Participant deferral / active EE | $2,828 | $2,553+10.8% | $5,568-49.2% | $4,131-31.5% |
| Admin fee / account holder | $24 | $150-83.7% | $16,237-99.8% | $170-85.6% |