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 | $19,340 | $49,915-61.3% | $154,803-87.5% | $74,304-74.0% |
| Participation rate | 50.0% | 54.0%-4.0pp | 78.1%-28.1pp | 60.3%-10.3pp |
| Annual return | 20.04% | 34.06%-14.0pp | 58.88%-38.8pp | 29.43%-9.4pp |
| Employer contribution / active EE | $657 | $1,611-59.2% | $4,305-84.7% | $2,241-70.7% |
| Participant deferral / active EE | $1,379 | $2,255-38.8% | $5,540-75.1% | $3,767-63.4% |
| Admin fee / account holder | $89 | $2,189-95.9% | $14,329-99.4% | $2,969-97.0% |