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 | $195,209 | $119,627+63.2% | $146,958+32.8% | $99,062+97.1% |
| Participation rate | 40.5% | 73.4%-33.0pp | 82.2%-41.7pp | 71.6%-31.1pp |
| Annual return | 14.43% | 28.82%-14.4pp | 418.34%-403.9pp | 17.66%-3.2pp |
| Employer contribution / active EE | $1,338 | $4,153-67.8% | $4,933-72.9% | $3,262-59.0% |
| Participant deferral / active EE | $3,468 | $7,997-56.6% | $8,070-57.0% | $5,331-35.0% |
| Admin fee / account holder | $0 | $150-100.0% | $12,998-100.0% | $109-100.0% |