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 | $23,670 | $49,915-52.6% | $154,803-84.7% | $74,304-68.1% |
| Participation rate | 53.6% | 54.0%-0.4pp | 78.1%-24.5pp | 60.3%-6.8pp |
| Annual return | 13.98% | 34.06%-20.1pp | 58.88%-44.9pp | 29.43%-15.4pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,380 | $2,255+49.9% | $5,540-39.0% | $3,767-10.3% |
| Admin fee / account holder | $57 | $2,189-97.4% | $14,329-99.6% | $2,969-98.1% |