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 | $113,121 | $88,874+27.3% | $123,544-8.4% | $75,289+50.2% |
| Participation rate | 53.5% | 75.9%-22.4pp | 82.3%-28.8pp | 72.4%-18.9pp |
| Annual return | 3.99% | 4.22%-0.2pp | 119.20%-115.2pp | -0.04%+4.0pp |
| Employer contribution / active EE | $2,360 | $3,256-27.5% | $4,628-49.0% | $2,405-1.9% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |