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 | $24,937 | $47,126-47.1% | $149,673-83.3% | $74,419-66.5% |
| Participation rate | 58.2% | 63.4%-5.2pp | 78.8%-20.6pp | 70.7%-12.5pp |
| Annual return | 17.63% | 22.75%-5.1pp | 134.42%-116.8pp | 34.38%-16.7pp |
| Employer contribution / active EE | $806 | $1,905-57.7% | $4,818-83.3% | $2,637-69.4% |
| Participant deferral / active EE | $2,472 | $2,728-9.4% | $5,680-56.5% | $4,528-45.4% |
| Admin fee / account holder | $11 | $343-96.7% | $13,210-99.9% | $348-96.7% |