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 | $147,510 | $95,388+54.6% | $125,339+17.7% | $77,904+89.3% |
| Participation rate | 62.3% | 78.6%-16.3pp | 82.4%-20.1pp | 73.7%-11.4pp |
| Annual return | 0.26% | 116.19%-115.9pp | 572.05%-571.8pp | 12.21%-11.9pp |
| Employer contribution / active EE | $5,462 | $3,666+49.0% | $4,814+13.5% | $2,848+91.8% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $119-100.0% | $10,010-100.0% | $133-100.0% |