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 | $51,334 | $91,372-43.8% | $129,995-60.5% | $74,419-31.0% |
| Participation rate | 60.2% | 77.8%-17.6pp | 78.5%-18.3pp | 70.7%-10.6pp |
| Annual return | 15.75% | 23.21%-7.5pp | -137.18%+152.9pp | 34.38%-18.6pp |
| Employer contribution / active EE | $1,975 | $2,563-23.0% | $4,320-54.3% | $2,637-25.1% |
| Participant deferral / active EE | $3,571 | $4,721-24.3% | $5,820-38.6% | $4,528-21.1% |
| Admin fee / account holder | $43 | $283-84.9% | $10,614-99.6% | $348-87.7% |