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 | $27,297 | $66,124-58.7% | $90,404-69.8% | $73,488-62.9% |
| Participation rate | 44.1% | 69.7%-25.5pp | 72.7%-28.5pp | 70.7%-26.5pp |
| Annual return | 21.11% | 17.65%+3.5pp | 1293.02%-1271.9pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1,326 | $2,346-43.5% | $3,262-59.3% | $2,270-41.6% |
| Participant deferral / active EE | $3,394 | $3,039+11.7% | $3,963-14.4% | $3,740-9.2% |
| Admin fee / account holder | $17 | $396-95.8% | $5,611-99.7% | $513-96.8% |