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 | $53,619 | $138,385-61.3% | $184,200-70.9% | $80,874-33.7% |
| Participation rate | 31.5% | 83.9%-52.4pp | 86.8%-55.3pp | 67.6%-36.2pp |
| Annual return | 13.88% | 20.02%-6.1pp | 28.80%-14.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $3,579 | $4,849-26.2% | $6,424-44.3% | $2,756+29.9% |
| Participant deferral / active EE | $4,835 | $7,073-31.6% | $9,132-47.1% | $4,297+12.5% |
| Admin fee / account holder | $19 | $10,483-99.8% | $13,907-99.9% | $6,935-99.7% |