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 | $40,292 | $59,263-32.0% | $96,562-58.3% | $79,386-49.2% |
| Participation rate | 66.0% | 61.9%+4.1pp | 69.8%-3.8pp | 70.7%-4.7pp |
| Annual return | 11.85% | 27.07%-15.2pp | 37.78%-25.9pp | 116.85%-105.0pp |
| Employer contribution / active EE | $2,622 | $1,216+115.7% | $2,356+11.3% | $2,427+8.0% |
| Participant deferral / active EE | $2,056 | $2,948-30.2% | $3,849-46.6% | $4,046-49.2% |
| Admin fee / account holder | $263 | $658-60.1% | $6,181-95.7% | $626-58.0% |