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 | $206,235 | $132,049+56.2% | $200,582+2.8% | $74,304+177.6% |
| Participation rate | 55.2% | 84.1%-28.9pp | 86.9%-31.7pp | 60.3%-5.2pp |
| Annual return | 28.59% | 22.22%+6.4pp | 42.33%-13.7pp | 29.43%-0.8pp |
| Employer contribution / active EE | $2,526 | $4,558-44.6% | $6,419-60.6% | $2,241+12.7% |
| Participant deferral / active EE | $4,527 | $7,213-37.2% | $9,331-51.5% | $3,767+20.2% |
| Admin fee / account holder | $0 | $2,405-100.0% | $16,305-100.0% | $2,969-100.0% |