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 | $108,605 | $65,557+65.7% | $64,056+69.5% | $71,457+52.0% |
| Participation rate | 58.8% | 73.2%-14.3pp | 72.3%-13.5pp | 67.9%-9.1pp |
| Annual return | 13.29% | 18.94%-5.7pp | 33.69%-20.4pp | 28.85%-15.6pp |
| Employer contribution / active EE | $2,060 | $2,669-22.8% | $2,747-25.0% | $2,588-20.4% |
| Participant deferral / active EE | $2,082 | $3,626-42.6% | $3,880-46.4% | $4,289-51.5% |
| Admin fee / account holder | $270 | $616-56.1% | $3,068-91.2% | $1,587-83.0% |