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 | $44,158 | $29,546+49.5% | $56,441-21.8% | $77,671-43.1% |
| Participation rate | 26.3% | 32.7%-6.4pp | 52.5%-26.2pp | 70.6%-44.3pp |
| Annual return | 14.06% | 19.01%-5.0pp | 1704.21%-1690.2pp | 31.21%-17.2pp |
| Employer contribution / active EE | $106 | $568-81.4% | $1,039-89.8% | $2,726-96.1% |
| Participant deferral / active EE | $575 | $1,061-45.8% | $1,953-70.6% | $4,648-87.6% |
| Admin fee / account holder | $146 | $1,046-86.1% | $2,829-94.9% | $430-66.2% |