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 | $18,919 | $46,732-59.5% | $156,549-87.9% | $55,167-65.7% |
| Participation rate | 57.4% | 65.8%-8.4pp | 84.0%-26.6pp | 69.0%-11.6pp |
| Annual return | 41.83% | 17.72%+24.1pp | 32.23%+9.6pp | 169.23%-127.4pp |
| Employer contribution / active EE | $667 | $2,105-68.3% | $5,501-87.9% | $1,963-66.0% |
| Participant deferral / active EE | $3,797 | $2,204+72.3% | $4,871-22.1% | $3,054+24.3% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |