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 8-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 | $55,697 | $45,863+21.4% | $77,024-27.7% | $68,494-18.7% |
| Participation rate | 24.1% | 55.9%-31.8pp | 67.9%-43.8pp | 67.9%-43.8pp |
| Annual return | -17.69% | 1.72%-19.4pp | 42.32%-60.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,380 | $2,962-53.4% | $4,426-68.8% | $4,027-65.7% |
| Admin fee / account holder | $20 | $3,041-99.3% | $5,425-99.6% | $5,403-99.6% |