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 7-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 | $52,176 | $47,977+8.8% | $154,107-66.1% | $56,287-7.3% |
| Participation rate | 66.8% | 66.2%+0.6pp | 83.0%-16.2pp | 69.9%-3.0pp |
| Annual return | 11.78% | 3.54%+8.2pp | 735.12%-723.3pp | -9.96%+21.7pp |
| Employer contribution / active EE | $2,222 | $2,169+2.4% | $5,298-58.1% | $2,111+5.2% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $438-99.8% | $13,411-100.0% | $521-99.9% |