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 | $44,153 | $59,417-25.7% | $93,606-52.8% | $74,495-40.7% |
| Participation rate | 53.7% | 59.7%-6.0pp | 68.7%-15.1pp | 67.2%-13.5pp |
| Annual return | 12.63% | 81.83%-69.2pp | 133.20%-120.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $396 | $1,264-68.6% | $2,420-83.6% | $2,623-84.9% |
| Participant deferral / active EE | $2,408 | $3,050-21.0% | $4,411-45.4% | $4,346-44.6% |
| Admin fee / account holder | $51 | $3,021-98.3% | $8,285-99.4% | $1,942-97.4% |