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 | $67,622 | $55,449+22.0% | $83,848-19.4% | $56,287+20.1% |
| Participation rate | 61.2% | 68.0%-6.8pp | 76.1%-14.9pp | 69.9%-8.6pp |
| Annual return | 3.26% | -1.38%+4.6pp | 850.88%-847.6pp | -9.96%+13.2pp |
| Employer contribution / active EE | $824 | $2,430-66.1% | $3,631-77.3% | $2,111-61.0% |
| Participant deferral / active EE | $2,284 | $2,935-22.2% | $4,082-44.0% | $3,350-31.8% |
| Admin fee / account holder | $164 | $656-75.0% | $5,478-97.0% | $521-68.6% |