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 | $107,531 | $69,763+54.1% | $67,502+59.3% | $74,495+44.3% |
| Participation rate | 55.6% | 71.4%-15.8pp | 72.9%-17.3pp | 67.2%-11.6pp |
| Annual return | 14.12% | -40.34%+54.5pp | 3512.12%-3498.0pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $653 | $2,704-75.9% | $2,731-76.1% | $2,623-75.1% |
| Participant deferral / active EE | $2,673 | $3,636-26.5% | $4,000-33.2% | $4,346-38.5% |
| Admin fee / account holder | $40 | $896-95.5% | $3,998-99.0% | $1,942-97.9% |