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 | $45,084 | $45,343-0.6% | $150,298-70.0% | $67,986-33.7% |
| Participation rate | 66.7% | 51.9%+14.8pp | 77.8%-11.1pp | 57.2%+9.5pp |
| Annual return | 19.52% | 33.28%-13.8pp | 62.79%-43.3pp | 31.67%-12.1pp |
| Employer contribution / active EE | $1,974 | $1,462+35.1% | $4,154-52.5% | $2,019-2.2% |
| Participant deferral / active EE | $3,237 | $2,055+57.5% | $5,453-40.6% | $3,358-3.6% |
| Admin fee / account holder | $25 | $2,250-98.9% | $14,116-99.8% | $3,203-99.2% |