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 | $45,343-47.8% | $150,298-84.3% | $67,986-65.2% |
| Participation rate | 53.6% | 51.9%+1.7pp | 77.8%-24.2pp | 57.2%-3.7pp |
| Annual return | 13.98% | 33.28%-19.3pp | 62.79%-48.8pp | 31.67%-17.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,380 | $2,055+64.5% | $5,453-38.0% | $3,358+0.7% |
| Admin fee / account holder | $57 | $2,250-97.5% | $14,116-99.6% | $3,203-98.2% |