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 | $49,915-9.7% | $154,803-70.9% | $74,304-39.3% |
| Participation rate | 66.7% | 54.0%+12.7pp | 78.1%-11.4pp | 60.3%+6.3pp |
| Annual return | 19.52% | 34.06%-14.5pp | 58.88%-39.4pp | 29.43%-9.9pp |
| Employer contribution / active EE | $1,974 | $1,611+22.5% | $4,305-54.1% | $2,241-11.9% |
| Participant deferral / active EE | $3,237 | $2,255+43.6% | $5,540-41.6% | $3,767-14.1% |
| Admin fee / account holder | $25 | $2,189-98.9% | $14,329-99.8% | $2,969-99.2% |