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 7-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 | $71,086 | $78,485-9.4% | $106,213-33.1% | $74,495-4.6% |
| Participation rate | 58.5% | 72.8%-14.3pp | 75.3%-16.7pp | 67.2%-8.7pp |
| Annual return | 14.81% | 15.95%-1.1pp | 116.14%-101.3pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,421 | $2,523-4.0% | $3,171-23.7% | $2,623-7.7% |
| Participant deferral / active EE | $5,538 | $4,322+28.1% | $5,016+10.4% | $4,346+27.4% |
| Admin fee / account holder | $17 | $2,232-99.2% | $11,033-99.8% | $1,942-99.1% |