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 4-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 | $51,976 | $45,031+15.4% | $84,966-38.8% | $77,643-33.1% |
| Participation rate | 69.9% | 48.7%+21.2pp | 67.5%+2.4pp | 70.6%-0.7pp |
| Annual return | 15.63% | 79.22%-63.6pp | 66.38%-50.8pp | 31.24%-15.6pp |
| Employer contribution / active EE | $17,096 | $1,609+962.3% | $2,727+526.9% | $2,726+527.2% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $912-100.0% | $6,149-100.0% | $430-100.0% |