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 9-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 | $54,850 | $93,182-41.1% | $146,665-62.6% | $79,386-30.9% |
| Participation rate | 57.4% | 76.4%-19.0pp | 80.1%-22.6pp | 70.7%-13.3pp |
| Annual return | 16.06% | 21.61%-5.5pp | 22.74%-6.7pp | 116.85%-100.8pp |
| Employer contribution / active EE | $1,947 | $2,420-19.5% | $4,136-52.9% | $2,427-19.8% |
| Participant deferral / active EE | $3,342 | $4,169-19.8% | $5,506-39.3% | $4,046-17.4% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |