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 8-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 | $29,249 | $76,670-61.9% | $96,683-69.7% | $71,457-59.1% |
| Participation rate | 67.3% | 66.6%+0.7pp | 74.3%-7.1pp | 67.9%-0.7pp |
| Annual return | 24.69% | 48.29%-23.6pp | 35.69%-11.0pp | 28.85%-4.2pp |
| Employer contribution / active EE | $1,877 | $3,031-38.1% | $3,737-49.8% | $2,588-27.5% |
| Participant deferral / active EE | $2,975 | $3,771-21.1% | $4,878-39.0% | $4,289-30.6% |
| Admin fee / account holder | $8 | $2,028-99.6% | $6,730-99.9% | $1,587-99.5% |