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 | $25,004 | $50,820-50.8% | $155,567-83.9% | $77,671-67.8% |
| Participation rate | 32.5% | 63.1%-30.7pp | 78.2%-45.7pp | 70.6%-38.1pp |
| Annual return | 18.15% | 34.85%-16.7pp | 64.74%-46.6pp | 31.21%-13.1pp |
| Employer contribution / active EE | $1,042 | $1,993-47.7% | $4,674-77.7% | $2,726-61.8% |
| Participant deferral / active EE | $1,412 | $2,823-50.0% | $5,628-74.9% | $4,648-69.6% |
| Admin fee / account holder | $37 | $436-91.6% | $15,916-99.8% | $430-91.5% |