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 | $111,115 | $59,417+87.0% | $93,606+18.7% | $74,495+49.2% |
| Participation rate | 51.2% | 59.7%-8.5pp | 68.7%-17.5pp | 67.2%-16.0pp |
| Annual return | 16.88% | 81.83%-65.0pp | 133.20%-116.3pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $744 | $1,264-41.1% | $2,420-69.3% | $2,623-71.6% |
| Participant deferral / active EE | $3,456 | $3,050+13.3% | $4,411-21.7% | $4,346-20.5% |
| Admin fee / account holder | $10 | $3,021-99.7% | $8,285-99.9% | $1,942-99.5% |