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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,715 | $86,944-95.7% | $107,525-96.5% | $74,304-95.0% |
| Participation rate | 87.9% | 59.6%+28.3pp | 75.1%+12.8pp | 60.3%+27.5pp |
| Annual return | 0.00% | 23.52%-23.5pp | 181.32%-181.3pp | 29.43%-29.4pp |
| Employer contribution / active EE | $1,226 | $2,757-55.5% | $3,754-67.3% | $2,241-45.3% |
| Participant deferral / active EE | $2,524 | $3,554-29.0% | $5,116-50.7% | $3,767-33.0% |
| Admin fee / account holder | $17 | $3,727-99.5% | $8,919-99.8% | $2,969-99.4% |